Theresa Hall, financial advisor Williston ND
96 score

Theresa Hall

CRD 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.

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Professional Designations
Company Name Location Dates Years
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 14
Eide Bailly Advisors, LLC Bismarck, ND Dec 2002 - Current 14
Eide Bailly Agency/e4 Brokerage Bismarck, ND Dec 2002 - Current 14
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
Contact Info for Theresa M. Hall
Phone Number: 701-476-8759
Registered State(s):
  • CA
  • ND
  • TX
  • ID
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $434,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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