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Andrew Hall

Farther

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About Andrew Hall

Andrew Hall is a financial advisor with Farther. Andrew is a certified financial planner with over a decade of experience in the financial services industry. He is registered with the state of California and Florida to provide investment advice. Andrew specializes in financial planning, portfolio management, and pension consulting for both individuals and families, as well as high-net-worth individuals and pension and profit-sharing plans. Andrew has a strong track record of helping clients achieve their financial goals. He has a strong commitment to providing his clients with personalized attention and customized financial advice.

Firm Information

Andrew Hall is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Hall’s Registration & Firm History

CA

11/14/2022 - Present

Farther (Salinas CA)

FL

10/27/2011 - 05/06/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

08/24/2009 - 07/14/2011

MORGAN STANLEY SMITH BARNEY (MIAMI FL)

FL

01/25/2008 - 08/25/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 02/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 01/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Hall.
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