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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Merton Hall is a financial advisor with over 30 years of experience. Russell is currently registered with Allworth Financial, LP in California, North Carolina, and Texas. Russell previously worked for M.S. HOWELLS & CO., AW SECURITIES, MORGAN STANLEY, and UBS FINANCIAL SERVICES INC. Russell's expertise includes financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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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CA
11/09/2023 - Present
Allworth Financial, LP (FOLSOM CA)
CA
04/20/2015 - 11/15/2023
M. S. HOWELLS & CO. (SOLANA BEACH CA)
CA
11/09/2023 - 11/13/2023
AW SECURITIES (FOLSOM CA)
CA
06/01/2009 - 04/27/2015
MORGAN STANLEY (SAN DIEGO CA)
CA
03/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
10/25/1990 - 04/15/2008
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
IA
Issued 04/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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