Richard HallumCRD Number: 2095016
Current Firm: Per Stirling Capital Management, LLC
Richard Hallum (CRD# 2095016) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 31 years of experience in the finance industry. Richard Hallum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pbl Wealth Management
|Per Stirling Capital Management, LLC||Austin, TX||Jan 2017 - Current||5|
|B.b. Graham & Company, Inc.||Austin, TX||Jan 2017 - Current||5|
|Spicewood Oaks Advisors, Inc.||Austin, TX||Apr 2008 - Mar 2017||8|
|Couch Hallum Financial Group, LLC||Austin, TX||Mar 2004 - Mar 2017||13|
|Securities America, Inc.||Austin, TX||Mar 2004 - Dec 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
Total Assets Under Management1,373MILLIONS
Total Number of Accounts3,464ACCOUNTS
Average Account Value$396,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA
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