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Erik Lamont Hall

SUN Life Institutional Distributors (u.s.) LLC

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About Erik Lamont Hall

Erik Lamont Hall is a financial advisor with Sun Life Institutional Distributors (u.s.) LLC. Erik has been in the financial industry since January 1999 and has extensive experience in the field. Erik holds Series 7, Series 63, and Series 53 licenses. Erik is registered to provide investment advice in 52 states and the District of Columbia. Erik was previously registered with GRV Securities LLC and Citigroup Global Markets Inc..

Firm Information

Erik Hall is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Erik Hall’s Registration & Firm History

IL

09/15/2023 - Present

SUN Life Institutional Distributors (u.s.) LLC (Chicago IL)

IL

04/24/2014 - 09/13/2023

GRV SECURITIES LLC (CHICAGO IL)

IL

02/12/2001 - 04/17/2014

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

02/25/1998 - 03/17/2000

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Lamont Hall.
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