Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antony? Claim Your ProfileAntony Reed Hallada is an active investment advisor representative (IAR) and broker-dealer (BD) representative, registered in 54 states and the District of Columbia. Antony has been in the industry since 1990 and is currently affiliated with CliftonLarsonAllen Wealth Advisors, LLC. Antony specializes in financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
07/07/2017 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
OH
07/26/2001 - 09/29/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
IL
06/03/1999 - 07/09/2001
NUVEEN INVESTMENTS (CHICAGO IL)
MN
11/22/1989 - 05/07/1999
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 01/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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