Gerald Hall, financial advisor Fredonia NY

Gerald Hall

CRD Number: 2566131
Current Firm: Hbks Wealth Advisors

Gerald Hall (CRD# 2566131) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 29 years of experience in the finance industry.

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Hbks Wealth Advisors
Company Name Location Dates Years
Hbk Sorce Insurance LLC Fredonia, NY May 2016 - Current 7
Hbks Wealth Advisors Fredonia, NY May 2016 - Current 7
Purshe Kaplan Sterling Investments LLC Fredonia, NY May 2016 - Current 7
Raymond James Financial Services Advisors, Inc. Fredonia, NY Jan 2011 - May 2016 5
Raymond James Financial Services Fredonia, NY Nov 2002 - May 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Apr 1997
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.

Get Details on the FINRA Advisor Check site
Contact Info for Gerald W. Hall
Phone Number: 814-836-5776
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

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