Gary
Hall

Futureadvisor, Inc

CRD#6390522
Investment Advisor
in San Francisco, CA

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About this Advisor

Gary Hall is a financial advisor based out of San Francisco, California with 9 years of industry experience. Hall currently works for Futureadvisor, Inc. Over the course of their career, Hall has held roles at Futureadvisor and Fisher Investments. Hall has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California, Louisiana, Texas and Washington. Futureadvisor, Inc is a registered investment business operating out of San Francisco, CA. It administers $649 million in assets between its 5,011 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 5,011 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Futureadvisor, Inc offers portfolio management for individuals and small businesses. Fees for financial advice largely vary depending on which service is offered. Fee types billed by Futureadvisor, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

400 Howard Street
San Francisco, CA 94105

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Futureadvisor, Inc Brokerage Details

Total Assets Under Management

$648,903,852

CA Average: $7,578,581,321
Total Number of Employees

20

CA Average: 43
Total Number of Accounts

5,011

CA Average: 3,727
Average Account Size

$129,496

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gary Hall Work History

Gary has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Futureadvisor

2007 - 2014 (7 years)

Fisher Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Futureadvisor, Inc

Patrick Clark
San Francisco, CA
Will Tuhacek
San Francisco, CA
Gary Hall
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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