Ronald
Hall

Monarch Plan Advisors

CRD#2207786
Investment Advisor
in Simi Valley, CA

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About this Advisor

Ronald Hall is a financial advisor based in Simi Valley, California, working with Monarch Plan Advisors. Ronald has previously held positions at Monarch Plan Advisors, Wells Fargo, Principal Securities, Principal Life Insurance, and Ascensus Broker Dealer Services, LLC. Ronald has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and North Carolina. Currently, Ronald is part of Monarch Plan Advisors, which operates out of Simi Valley, California. The firm has 4 offices and 12 employees. The services offered by the firm include pension consulting services. The fee structure at Monarch Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3355 Cochran Street Suite 101
Simi Valley, CA 93065

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Monarch Plan Advisors Brokerage Details

Total Number of Employees

12

CA Average: 43

Investment Advisory Services

  • Pension consulting services

Ronald Hall Work History

2023 - Present (1 year)

Monarch Plan Advisors

2022 - 2022 (< 1 year)

Principal Securities

2022 - 2022 (< 1 year)

Principal Life Insurance

2022 - 2023 (1 year)

Ascensus Broker Dealer Services, LLC

2007 - 2022 (15 years)

Wells Fargo

Disclosures

Please visit the SEC profile of Ronald 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 Monarch Plan Advisors

Michael Fine
Simi Valley, CA
Darryl Shafer
Simi Valley, CA
Steven Wilkinson
Simi Valley, CA
William Nugent
Sherman Oaks, CA
Ronald Hall
Simi Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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