Thomas
Hall

Proequities, Inc

CRD#2300688
Investment Advisor
in Carlsbad, CA

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About this Advisor

Thomas Hall is a certified financial planner who works in Carlsbad, California, who has been in the financial industry for 10 years. Hall is on the advisory team at Proequities, Inc. Their career trajectory has included roles at Protective Life and Proequities, Inc. Hall maintains a Series 63 license, which qualifies them as a securities representative, and can advise clients in California. Proequities, Inc is an advisory company headquartered in Carlsbad, California. It has offices in 313 locations and a total of 1,464 advisors. It manages $3 billion in assets under management among its 20,857 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 20,857 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a broad assortment of services, including 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Proequities, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Carlsbad, CA

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Proequities, Inc Brokerage Details

Total Assets Under Management

$3,378,639,075

CA Average: $1,620,585,161
Total Number of Employees

1,464

CA Average: 52
Total Number of Accounts

20,857

CA Average: 1,560
Average Account Size

$161,991

CA Average: $1,038,837

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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.

2009 - Present (11 years)

Protective Life

2009 - Present (11 years)

Proequities, Inc

Disclosures

Thomas Hall has no disclosures.

Please visit their SEC profile for more details.

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This content was compiled from the SEC and FINRA.

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