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Andrew Richard Hall

Touchstone Advisors Inc.

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About Andrew Richard Hall

Andrew Hall is a financial advisor with over 15 years of experience in the financial services industry. He is currently registered with Touchstone Advisors Inc. in Cincinnati, Ohio. Andrew has previously held roles with Foreside Fund Services, LLC, Calamos Financial Services LLC, Columbia Management Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Andrew specializes in portfolio management for investment companies. Andrew is also a co-owner of a C corp which will directly own franchises in the future.

Firm Information

Andrew Hall is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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

OH

03/24/2017 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

ME

06/18/2014 - 03/22/2017

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

IL

03/02/2010 - 02/20/2014

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

MA

12/08/2005 - 01/27/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MN

07/12/2004 - 11/28/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

07/12/2004 - 11/28/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Richard Hall.
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