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John Norman Hall

Lynchburg Wealth Management

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About John Norman Hall

John Norman Hall is an Investment Advisor Representative at Lynchburg Wealth Management. John Hall has been in the industry since 2012. He is a Certified Financial Planner and holds the Series 65 license. John Hall is registered with the state of Texas as an Investment Advisor Representative and the state of Virginia as an Investment Advisor Representative. He is also a registered representative of Lynchburg Wealth Management. John Hall's firm specializes in providing financial planning, educational seminars, and portfolio management for individuals.

Firm Information

John Hall is currently registered with Lynchburg Wealth Management. Lynchburg Wealth Management is a Registered Investment Advisor (RIA) with approximately $45.3 million in regulatory assets under management. The firm provides financial planning, educational seminars and portfolio management for individuals, corporations, and charitable organizations. They have a team of 1 investment advisor representative serving 227 accounts.

$45.33M

Assets Under Management

7

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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John Hall’s Registration & Firm History

VA

07/05/2016 - Present

Lynchburg Wealth Management (LYNCHBURG VA)

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Licenses & Designations

IA

Issued 12/22/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Norman Hall.
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