Roger Hall, financial advisor Columbia SC

Roger Hall

CRD Number: 1351088
Current Firm: Hall Asset Management Group, Inc.

Roger Hall (CRD# 1351088) is an Investment Advisor Representative working at Hall Asset Management Group, Inc. in Columbia, SC and has over 38 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Hall Asset Management Group, Inc. Columbia, SC Dec 2012 - Current 11
Retirement Planning Solutions, Dba Hall Tax & Planning Services Columbia, SC Oct 2008 - Current 15
Retirement Planning Solutions Lexington, SC Sep 2002 - Current 21
Motiv8 Investments LLC Stuart, FL Mar 2017 - Jul 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Roger K. Hall
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

SC

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