Joseph Hall, financial advisor Pt. Jefferson NY

Joseph Hall

CRD Number: 4744031
Current Firm: Kestra Advisory Services, LLC

Joseph Hall (CRD# 4744031) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pt. Jefferson, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Port Jefferson, NY Sep 2016 - Current 7
Kestra Advisory Services, LLC Port Jefferson, NY Sep 2016 - Current 7
Hall And Drum Properties Garden City, NY Feb 1997 - Current 27
Ameriprise Financial Services, Inc. Garden City, NY Jan 2013 - Sep 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph B. Hall
Phone Number: 8445537872
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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