William Hall, financial advisor Portland ME
96 score

William Hall

CRD Number: 1900456
Current Firm: Hartland & Co

William Hall (CRD# 1900456) is an Investment Advisor Representative working at Hartland & Co in Portland, ME and has over 17 years of experience in the finance industry. William 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
Hartland & Co Portland, ME Jan 2015 - Current 1
Zephyr Management. LP New York, NY Dec 2008 - Dec 2014 6
Wp Stewart Securities Limited Portland, ME Dec 2002 - Nov 2008 5
Wp Stewart Asset Management Portland, ME Dec 2002 - Nov 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for William O. Hall
Phone Number: 216-621-1090
Firm Website: http://www.hartland.com
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    2,527
    MILLIONS
  • Total Number of Accounts
    2,350
    ACCOUNTS
  • Average Account Value
    $1,075,113
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, DC, FL, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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