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Garrett Jon Hall

Integrated Wealth Concepts LLC

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About Garrett Jon Hall

Garrett Jon Hall is a financial advisor who has been in the industry since 2015. Garrett Jon Hall is registered with the state of Arizona, Colorado, Illinois and Texas. Garrett Jon Hall is currently employed at Integrated Wealth Concepts LLC. Previously, Garrett Jon Hall was employed at CCO CAPITAL, LLC. Garrett Jon Hall works with individuals, high-net-worth individuals, trusts, estates, corporations and businesses.

Firm Information

Garrett Hall is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Garrett Hall’s Registration & Firm History

IL

08/09/2023 - Present

Integrated Wealth Concepts LLC (NAPERVILLE IL)

AZ

09/16/2015 - 02/01/2022

CCO CAPITAL, LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garrett Jon Hall.
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