Kaytlin Hall, financial advisor Santa Monica CA

Kaytlin Hall

CRD Number: 5968719
Current Firm: Gerber Kawasaki Wealth & Investment Management

Kaytlin Hall (CRD# 5968719) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Santa Monica, CA Oct 2012 - Current 7
Gerber Kawasaki, Inc. Santa Monica, CA Mar 2012 - Current 7
Sagepoint Financial Santa Monica, CA Mar 2012 - Oct 2012 < 1
New England Securities Woodland Hills, CA Aug 2011 - Feb 2012 < 1
California Yacht Club Marina Del Rey, CA Aug 2009 - Aug 2011 2
California Lutheran University School Of Business Thousand Oaks, CA Aug 2009 - Jul 2011 1
Mutual Of Omaha Los Angeles, CA Aug 2009 - Oct 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Kaytlin M. Hall
Phone Number: 310-399-6397
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    778
    MILLIONS
  • Total Number of Accounts
    13,767
    ACCOUNTS
  • Average Account Value
    $56,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA

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

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