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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Spencer Hall is an investment advisor representative with Mercer Global Advisors Inc. Hall has been in the industry for over 17 years and has a strong track record of success. He is registered in Louisiana and Texas. Hall has a wide range of experience in financial planning, portfolio management, and trust services. Hall is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. In addition to his role at Mercer Global Advisors Inc., Hall has held positions at Charles Schwab Trust Company, Creative Planning, and Fidelity Brokerage Services LLC. Hall is a graduate of the University of Arkansas and Western Governors University.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
05/19/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
06/07/2011 - 05/14/2012
TD AMERITRADE, INC. (SOUTHLAKE TX)
CO
08/03/2005 - 10/02/2009
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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