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Todd Lee Hall

Principal Advised Services

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About Todd Lee Hall

Todd Lee Hall is a registered Investment Advisor representative at Principal Advised Services. Todd has over 20 years of experience in the financial services industry. Todd holds the Series 7, Series 63, Series 65, and Series 26 licenses. Todd is registered to provide investment advisory services in 18 states. Todd previously worked at Lincoln Financial Advisors Corporation and Charles Schwab & Co., Inc..

Firm Information

Todd Hall is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Hall’s Registration & Firm History

MD

10/30/2022 - Present

Principal Advised Services (Bethesda MD)

CA

10/11/2006 - 10/23/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)

CA

02/28/2003 - 10/09/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)

CA

02/28/2003 - 05/16/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)

TX

06/29/2000 - 06/18/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 08/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Lee Hall.
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