Russell Hall
CRD Number: 2098008Current Firm: Hall Private Wealth Advisors
Compensation Model: Both
Russell Hall (CRD# 2098008) is founder, owner and Managing Director at Hall Private Wealth Advisors, LLC, a Registered Investment Advisor started in April 2015 offering a range of wealth planning and asset management services.
Mr. Hall is an Investment Advisor Representative as well as a General Securities Representative, giving him the ability to advise on fee-based assets as well as transact for clients not part of the firm's fee-based advisory services through the firm's executing broker-dealer M.S. Howells & Co.
Mr. Hall has over 26 years of experience in the finance industry and leads a team of Investment Advisor Representatives with multiple roles and specialties in financial planning, life insurance and business succession, estate planning and business retirement plans.
CRD# 5769283
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Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hall Private Wealth Advisors | Solana Beach, CA | Apr 2015 - Current | 5 |
| M.s. Howells & Company, Inc. | Scottsdale, AZ | Apr 2015 - Current | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2015 | < 1 |
| Morgan Stanley Smith Barney | San Diego, CA | Jun 2009 - Apr 2015 | 5 |
| Morgan Stanley & Company, Incorporated | San Diego, CA | Mar 2008 - Jun 2009 | 1 |
| Ubs Financial Services Inc. | La Jolla, CA | Aug 1990 - Mar 2008 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S7 | General Securities Representative Examination (GS) | Oct 1990 |
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
| S3 | National Commodities Futures Examination | Feb 2010 |
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, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- AZ
- FL
- KS
- LA
- MA
- NY
- PA
- TX
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- WA
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Total Assets Under Management130MILLIONS
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Total Number of Accounts203ACCOUNTS
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Average Account Value$642,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NC, TX
Advisory Services provided by Hall Private Wealth Advisors LLC, a Registered Investment Advisor registered with the CA Dept. of Business Oversight. Securities, products and services are offered through M.S. Howells & Co., Member SIPC, FINRA
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