Teddy Hallows (CRD# 1576840) is an Investment Advisor Representative working at Lpl Financial LLC in Salina, UT and has over 32 years of experience in the finance industry. Teddy Hallows 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.
CRD# 6158502
Lpl Financial LLC
CRD# 1691753
Spc
CRD# 1702943
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Salina, UT | Jun 2022 - Current | 1 |
| Self-employed | Salina, UT | Jan 1980 - Current | 44 |
| Royal Alliance | Salina, UT | Jun 2020 - Jun 2022 | 2 |
| Hd Vest Insurance Agency Inc. | Irving, TX | Feb 2014 - Jul 2020 | 6 |
| H. D. Vest Advisory Services | Salina, UT | Aug 2009 - Jul 2020 | 10 |
| H.d. Vest Investment Services | Salina, UT | Aug 1991 - Jul 2020 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
- UT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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