Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Hall is a certified financial planner who works in Carlsbad, California, who has 11 years of work experience. Hall is an advisor for Proequities, Inc. Throughout their career, Hall has worked at Axa Distributors, LLC, Protective Life and Proequities, Inc. Hall holds a Series 63 license, qualifying them as a securities agent, and is registered to operate in California. Proequities, Inc is a registered investment business headquartered in Carlsbad, California. The company has offices in 351 locations and a total of 1,609 people on staff. It has $3 billion in assets between its 19,959 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 19,959 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees vary depending on the type of services offered. However, fees charged by Proequities, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Proequities, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Hall Work History
Thomas has 11 years of experience.
Axa Distributors, LLC
Thomas Hall has no disclosures.
Please visit their SEC profile for more details.