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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth William Hall is an investment advisor representative with Independent Advisor Alliance, LLC. Kenneth Hall has been in the industry since 2005. Kenneth Hall's firm is based in Charlotte, NC and has approximately $1 billion to $10 billion in assets under management. Kenneth Hall works with individuals, high-net-worth individuals, pension plans, corporations, and other businesses. The advisor's specialties include asset allocation, portfolio management, retirement planning, and estate planning.
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
NC
08/26/2015 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
01/13/2014 - 07/21/2015
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
05/26/2010 - 12/26/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
10/06/2005 - 03/24/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
11/04/2003 - 07/21/2005
PERSHING LLC (JERSEY CITY NJ)
BOTH
Issued 07/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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