Patricia Hall, financial advisor Morristown NJ
90 score

Patricia Hall

CRD Number: 1340759
Current Firm: Beacon Trust

Patricia Hall (CRD# 1340759) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry. Patricia 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.

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Professional Designations
Company Name Location Dates Years
Beacon Investment Advisory Services, Inc. Morristown, NJ May 2015 - Current 1
The Mde Group, Inc. Parsippany, NJ Jan 2002 - May 2015 13

Patricia Hall has no recent exams reported.
Contact Info for Patricia A. Hall
Phone Number: 973-410-3100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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