Spencer Hall (CRD# 5821183) is an Investment Advisor Representative working at Retirement Planning Services, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
Our mission at Retirement Planning Services is to educate and equip our clients to make wise financial decisions that align their wealth with their values.
We help clients’ passions drive what they do with their financial planning and investments. We focus on consolidating and simplifying the wealth management process. After collaborating with us, clients routinely tell us that they have greater clarity of thought and purpose, less financial anxiety, and more energy and freedom to do what matters most to them.
My personal practice centers on working with three types of individuals:
1) Oak Ridge Professionals Working within the DOE Complex and Contractor Community
2) East Tennessee Small Business Owners (under 100 employees)
3) Executives at Large Firms across East Tennessee
I have graduate degrees in business and seminary studies, and my teammates and I have over 100 years of combined experience in financial services. With a background of four years of mission work as a campus minister in Asia, a summer working with World Relief in Mozambique, and two years serving the homeless in Boston, my favorite part of my job is helping clients use their resources to do what matters most to them. This is also why I serve as Chairman of the Board for Wellspring Group, a ministry that equips leaders to become who they were created to be in community.
I’d love to help you connect your wealth to your values. Give us a call at 220-9311 to find time to grab a cup of coffee with me.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hall Retirement Planning Services, LLC | Knoxville, TN | Aug 2017 - Current | 6 |
| Securities America Inc. | Knoxville, TN | Sep 2020 - Oct 2021 | 1 |
| Securities Service Network, LLC | Knoxville, TN | Aug 2010 - Sep 2020 | 10 |
| Retirement Planning Services, LLC | Knoxville, TN | May 2010 - Aug 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- TN
- TX
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts480ACCOUNTS
-
Average Account Value$367,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, NC, TN, TX
Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Fee based advisory services offered through Retirement Planning Services, LLC, a Registered Investment Advisor.
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