Kenneth Hall, financial advisor Grosse Pointe Woods MI
96 score

Kenneth Hall

CRD Number: 1401689
Current Firm: Invest Financial Corporation

Kenneth Hall (CRD# 1401689) is an Investment Advisor Representative working at Invest Financial Corporation in Grosse Pointe Woods, MI and has over 31 years of experience in the finance industry. Kenneth Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Apr 2009 - Current 7
Financial Management Consultants, Inc. Grosse Pointe Woods, MI Sep 1997 - Current 19
Executive Wealth Management Harper Woods, MI Mar 2009 - Jul 2016 7
Royal Alliance Associates, Inc. Grosse Pointe Woods, MI Jan 1997 - Apr 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Kenneth E. Hall
Phone Number: (813) 880-5300
Registered State(s):
  • MI
  • VA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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