Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Martin Hall is a financial advisor with over 5 years of experience in the financial services industry. James is a Chartered Financial Analyst and is registered with the state of Kansas, Missouri and Texas. James works at Creative Planning, a firm that provides financial planning, portfolio management and other financial services. James has been with Creative Planning since December 2021 and has previously worked at Lockton Investment Securities, LLC. James's focus is on providing financial advice to high-net-worth individuals, families, and businesses.
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
KS
12/17/2021 - Present
Creative Planning (Overland Park KS)
MO
09/01/2016 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
BC
Issued 09/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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