David Hall, financial advisor Hilo HI

David Hall

CRD Number: 3029826
Current Firm: Peak Planning Group, LLC

David Hall (CRD# 3029826) is an Investment Advisor Representative working at Peak Planning Group, LLC in Hilo, HI and has over 25 years of experience in the finance industry.

Similar Advisors
Rebecca Chacko, financial advisor Hilo HI
Rebecca Chacko
CRD# 4509445
Chacko-hertz Financial Solutions LLC
Similar Advisors
Michael Chang, financial advisor Hilo HI
Michael F. Chang
CRD# 5176489
Lpl Financial LLC
Similar Advisors
Jonathan Countess, financial advisor Hilo HI
Jonathan D. Countess
CRD# 1729107
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Peak Planning Group, LLC Hilo, HI Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Hilo, HI Aug 1998 - Mar 2020 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for David L. Hall
Phone Number: 303-991-0056
Firm Website: http://www.peakplan.com/
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    1,107
    ACCOUNTS
  • Average Account Value
    $245,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, NC, NY, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from David Hall and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.