Theresa HallCRD Number: 1404084
Current Firm: Eide Bailly Advisors, LLC
Theresa Hall (CRD# 1404084) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Williston, ND and has over 19 years of experience in the finance industry. Theresa 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.
Fsc Securities Corporation
Northwestern Mutual Investment Services,llc
Personal Wealth Partners LLC
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||1|
|Theresa Hall - Property Owner||Mandan, ND||Oct 2008 - Current||8|
|Eide Bailly Financial Services / Eide Bailly Securities||Fargo, ND||Dec 2002 - Current||13|
|Eide Bailly Advisors, LLC||Bismarck, ND||Dec 2002 - Current||13|
|Eide Bailly Agency/e4 Brokerage||Bismarck, ND||Dec 2002 - Current||13|
|Securities America, Inc.||Bismarck, ND||Sep 2005 - Sep 2015||10|
|Everbank||Bismark, ND||Oct 2008 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1997|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management362MILLIONS
Total Number of Accounts834ACCOUNTS
Average Account Value$434,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI
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