Kelon Hall (CRD# 2572339) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, TX and has over 29 years of experience in the finance industry. Kelon 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.
CRD# 4315651
Edward Jones
CRD# 6243290
Edward Jones
CRD# 3197977
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Longview, TX | Jul 2018 - Current | 5 |
| Kelon C. Hall, Cpa, Cfp | Longview, TX | Dec 1995 - Nov 2021 | 25 |
| 1st Global Insurance Services | Longview, TX | May 2007 - Jul 2018 | 11 |
| 1st Global Capital Corp. | Longview, TX | Oct 2006 - Jul 2018 | 11 |
| 1st Global Advisors, Inc. | Longview, TX | Oct 2006 - Jul 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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