Unclaimed
Eric Hall is an investment advisor representative registered with Brookstone Capital Management LLC. Eric has been in the financial services industry for over 14 years, and has experience with a number of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and J.P. Morgan Securities LLC. Eric holds the Series 66, SIE, and Series 7 licenses. Eric is also a trustee for the Greentown Faith Apostolic Lighthouse INC. Eric offers financial planning services, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
IN
08/03/2021 - Present
Brookstone Capital Management LLC (Greentown IN)
IN
04/29/2019 - 08/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
03/27/2018 - 05/01/2019
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
04/03/2015 - 03/28/2018
J.P. MORGAN SECURITIES LLC (ZIONSVILLE IN)
IN
07/30/2012 - 03/21/2014
LPL FINANCIAL LLC (GREENTOWN IN)
IN
11/19/2010 - 07/31/2012
PNC INVESTMENTS (KOKOMO IN)
IN
03/06/2008 - 11/08/2010
EDWARD JONES (KOKOMO IN)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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