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Stan Russell Hall

Osaic Wealth, Inc.

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About Stan Russell Hall

Stan Hall is a financial advisor with over 24 years of experience in the financial services industry. He is registered with the state of Texas and currently works for OSAIC WEALTH, INC. Stan began his career in 1997 and has held various positions throughout his career, including at firms such as Transamerica Financial Advisors, Inc., Argentus Securities, LLC, and AWM Services, Inc. Stan is also a CPA and provides tax and accounting services through his own company, Stan Hall Financial Services, LLC.

Firm Information

Stan Hall is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

11910 GREENVILLE AVENUE

DALLAS, TX 75243

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Stan Hall’s Registration & Firm History

TX

06/10/2016 - Present

Osaic Wealth, Inc. (DALLAS TX)

TX

09/09/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (DALLAS TX)

TX

01/26/2005 - 01/02/2013

ARGENTUS SECURITIES, LLC (DALLAS TX)

TX

10/23/2006 - 06/05/2012

AWM SERVICES, INC. (DALLAS TX)

TX

05/28/1999 - 09/16/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (DALLAS TX)

AZ

01/21/1999 - 03/04/1999

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

TX

10/22/1997 - 12/31/1998

BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)

GA

11/13/1996 - 10/24/1997

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 11/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/25/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 3/24/2009

Series 4 - Registered Options Principal Examination

BC

Issued 3/31/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 8/15/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/20/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/3/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stan Russell Hall. Review regulatory record here.
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