John Hall (CRD# 2542825) is an Investment Advisor Representative working at Mariner Independent in Benicia, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Advisors Group | Benicia, CA | Dec 2017 - Current | 6 |
| Lpl Financial | Benicia, CA | Dec 2017 - Current | 6 |
| John Hall | Pleasanton, CA | Sep 2017 - Current | 6 |
| Various Insurance Carriers | Pleasanton, CA | Jul 1999 - Current | 24 |
| Waddell & Reed, Inc. | Benicia, CA | Sep 1994 - Dec 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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