Sherry Hall, financial advisor Oro Valley AZ
103 score

Sherry Hall

Hallmark Financial, LLC

CRD Number: 1445361
Current Firm: First Allied Advisory Services, Inc.
Compensation Model: Both

Sherry Hall (CRD# 1445361) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Tucson, AZ and has over 30 years of experience in the finance industry. Sherry 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Jun 2005 - Current 11
Schannep Investment Advisors, Inc. Tucson, AZ Dec 2003 - Sep 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Sherry Hall
Phone Number: (520) 544-0496
Registered State(s):
  • AZ
  • CA
  • OR
  • CO
  • AK
  • HI
  • FL
  • IL
  • LA
  • MI
  • MO
  • NM
  • NV
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV

Firm Disclaimer:

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser.

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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