Paul HallCRD Number: 3197264
Current Firm: Rather & Kittrell, Inc.
Paul Hall (CRD# 3197264) is an Investment Advisor Representative working at Rather & Kittrell, Inc. in Knoxville, TN and has over 22 years of experience in the finance industry. Paul 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.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Rather & Kittrell, Inc.||Knoxville, TN||Feb 2002 - Current||20|
|The Todd Greene Agency||Knoxville, TN||Sep 2001 - Feb 2022||20|
|Securities Service Network, Inc.,||Knoxville, TN||Feb 2002 - Sep 2020||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1999|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,271MILLIONS
Total Number of Accounts2,450ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, FL, GA, KY, LA, NC, PA, SC, TN, TX
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