David Hall (CRD# 6834428) is an Investment Advisor Representative working at Edward Jones in Batavia, NY and has over 4 years of experience in the finance industry.
CRD# 5842694
Edward Jones
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7010758
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jan 2023 - Current | 1 |
Unemployed | Batavia, NY | Feb 2020 - Jan 2023 | 2 |
Securities America Inc (dash Capital Advisors) | Victor, NY | Aug 2019 - Feb 2020 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2017 - Aug 2019 | 1 |
Northwestern Mutual Investment Services LLC | Fairport, NY | Dec 2017 - Aug 2019 | 1 |
Edward Jones | Batavia, NY | Aug 2017 - Sep 2017 | < 1 |
Robert Half International | Buffalo, NY | Aug 2014 - Jul 2017 | 2 |
Coca Cola Bottling Company | Tonawanda, NY | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2019 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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