Heather Hall, financial advisor Incline Village NV
81 score

Heather Hall

CRD Number: 1883242
Current Firm: Wells Fargo Advisors, LLC

Heather Hall (CRD# 1883242) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Incline Village, NV and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Incline Village, CA Apr 2010 - Current 6
Dog Gone It! Pet Care Truckee, CA Jun 2007 - Mar 2010 2
Pet Patrol San Anselmo, CA Sep 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Jul 2010
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Heather B. Hall
Phone Number: 314-875-3000
Registered State(s):
  • NV
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Heather Hall and other advisors.
BADGES
81

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