Amanda Hall, financial advisor Beachwood OH
93 score

Amanda Hall

CRD Number: 3018772
Current Firm: One Seven

Amanda Hall (CRD# 3018772) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 19 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Beachwood OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jeffrey Bogart, financial advisor Beachwood OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
Similar Advisors
Stephen Eppich, financial advisor Beachwood OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jul 2016 - Current 1
We Are One Seven, LLC Beachwood, OH Jul 2016 - Current 1
Morgan Stanley Smith Barney LLC Pepper Pike, OH Jul 2011 - Jul 2016 5
Morgan Stanley Smith Barney LLC Beachwood, OH Jun 2009 - Jul 2011 2
Morgan Stanley & Company Incorporated Beachwood, OH Nov 2008 - Jun 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith, Inc. Boulder, CO Jul 1999 - Nov 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Amanda R. Hall
Phone Number: (216) 865-1700
Firm Website: http://weareoneseven.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,286
    ACCOUNTS
  • Average Account Value
    $335,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH, UT

Ready to hire a financial advisor? Get competitive proposals from Amanda Hall and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.