Lloyd Hall (CRD# 6894502) is an Investment Advisor Representative working at Samara Financial, Inc. in Portland, ME and has over 6 years of experience in the finance industry.
CRD# 4761331
Edward Jones
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Samara Financial, Inc. | Portland, ME | Jan 2017 - Current | 7 |
| Disability Reinsurance Management Services, Inc. | South Portland, ME | Oct 2008 - Sep 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- ME
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$85,647
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
ME
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