Alison Hall, financial advisor Sarasota FL

Alison Hall

CRD Number: 6001383
Current Firm: Atlas Fiduciary Financial, LLC

Alison Hall (CRD# 6001383) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Sarasota, FL and has over 11 years of experience in the finance industry. Alison 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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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Atlas Fiduciary Financial, LLC Sarasota, FL Aug 2020 - Current 3
Stonegate Wealth Management, LLC Fair Lawn, NJ Feb 2009 - Aug 2020 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Alison A. Hall
Phone Number: (941) 879-9290
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $432,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NH, NJ, NY

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