Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Hall is a financial advisor with Lion Street Advisors, LLC. Mallory has been in the industry since 2013, and has held previous roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Mallory is a Certified Financial Planner and has Series 66, Series 7, and SIE licenses. Mallory is registered as a Registered Representative (RR) in Arizona and Washington. Mallory's firm, Lion Street Advisors, LLC, offers a wide range of financial services, including financial planning, portfolio management, pension consulting and selection of other advisors. Mallory provides financial advice to high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.
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.
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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WA
09/23/2020 - Present
Lion Street Advisors, LLC (Bellevue WA)
WA
01/11/2019 - 10/25/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SEATTLE WA)
WA
12/12/2013 - 01/11/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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