Charles Hall (CRD# 2586814) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, KY and has over 29 years of experience in the finance industry.
CRD# 6608563
Edward Jones
CRD# 4745990
Edward Jones
CRD# 6048619
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bowling Green, KY | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Bowling Green, KY | Jun 2018 - Mar 2020 | 1 |
| Investment Professionals, Inc. | San Antonio, TX | Sep 2015 - Sep 2018 | 3 |
| Monticello Bank | Bowling Green, KY | Sep 2010 - Feb 2016 | 5 |
| Cssc Brokerage Services, Inc. | Bowling Green, KY | Sep 2010 - Sep 2015 | 5 |
| Cssc Investment Advisory Services, Inc. | Bowling Green, KY | Sep 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- KY
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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