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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Hall is an Investment Advisor Representative at Avalan, LLC. Jeffrey has been in the industry since June 1998 and is registered with the state of California. Jeffrey specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Jeffrey also offers services such as Selection of Other Advisers. Avalan, LLC is located in Santa Barbara, CA and has over 620 clients. The firm manages over $405 Million in assets.
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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CA
05/07/2018 - Present
Avalan, LLC (SANTA BARBARA CA)
IA
Issued 05/07/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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