Angela Hall (CRD# 5484945) is an Investment Advisor Representative working at Note Advisors, LLC in Hamburg, NY and has over 16 years of experience in the finance industry. Angela 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.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gcw Capital | Hamburg, NY | Aug 2018 - Current | 5 |
| Jensen Marks Langer And Vance | Buffalo, NY | Sep 2017 - Current | 6 |
| Sterling Investment Counsel, LLC | Buffalo, NY | Apr 2018 - Dec 2018 | < 1 |
| Lpl Financial LLC | Buffalo, NY | Feb 2018 - May 2018 | < 1 |
| Sii Invesments, Inc. | Buffalo, NY | Sep 2017 - Feb 2018 | < 1 |
| Morgan Stanley | Williamsfille, NY | Mar 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- NY
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts992ACCOUNTS
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Average Account Value$294,820
- 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
- Selection of other advisers (including private fund managers)
FL, NY, TX
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