Amanda Hall, financial advisor Winston Salem NC
93 score

Amanda Hall

CRD Number: 3043335
Current Firm: Cetera Advisors LLC

Amanda Hall (CRD# 3043335) is an Investment Advisor Representative working at Cetera Advisors LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Feb 2015 - Current 1
Masters Private Client Group LLC Winston Salem, NC Feb 2015 - Current 1
Capital Guardian, LLC Winston-salem, NC Jun 2010 - Feb 2015 4
Unemployed Winston Salem, NC Oct 2000 - Jun 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
S63 Uniform Securities State Law Examination May 1998
Contact Info for Amanda P. Hall
Phone Number: 800-929-3485
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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