Kellie Hall (CRD# 5996659) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Biltmore Family Office, LLC | Charlotte, NC | May 2015 - Current | 8 |
| Unemployed | Orlando, FL | Jan 2015 - May 2015 | < 1 |
| Genspring Family Offices LLC | Orlando, FL | Oct 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- FL
- NC
-
Total Assets Under Management2,892MILLIONS
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$2,948,484
- A percentage of assets under your management
- 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)
- Other
CA, FL, MA, NC, NH, NY, SC, TX
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