Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelon? Claim Your ProfileKelon Carter Hall is a financial professional with over 25 years of experience in the financial services industry. Kelon is currently registered with LPL Financial LLC and has been with the firm since July 2018. Prior to joining LPL Financial LLC, Kelon worked with 1st Global Capital Corp. for over a decade and has held previous roles at Jefferson Pilot Securities Corporation and Princor Financial Services Corporation. Kelon is a Certified Financial Planner and holds the Series 6, 7, and 63 securities licenses. Kelon specializes in providing financial planning services to 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/31/2018 - Present
LPL Financial LLC (LONGVIEW TX)
TX
10/25/2006 - 07/31/2018
1ST GLOBAL CAPITAL CORP. (LONGVIEW TX)
TX
01/03/2005 - 11/14/2006
JEFFERSON PILOT SECURITIES CORPORATION (LONGVIEW TX)
IA
08/26/1997 - 12/31/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
07/07/1995 - 08/19/1997
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
02/13/1995 - 07/10/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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