Kayla
Hall
Great Valley Advisor Group, Inc
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About this Advisor
Kayla Hall is a financial advisor based in Wilmington, Delaware, working with Great Valley Advisor Group, Inc. Kayla has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Sanford C. Bernstein & Co., LLC, Northwestern Mutual Life Insurance Company, Ck Advertising, Halls House Of Marketing, Kensington Bank, Ironworks Consulting, K Forrester Scheewind, Alliance Bernstein, Northwestern Mutual Investment Services LLC, and Lpl Financial LLC. Kayla has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota. Currently, Kayla is part of Great Valley Advisor Group, Inc, which operates out of Wilmington, Delaware. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$7,343,187,109
175
24,276
$302,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Kayla Hall Work History
Lpl Financial LLC
Halls House Of Marketing
Northwestern Mutual Wealth Management Company
Ironworks Consulting
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Sanford C. Bernstein & Co., LLC
Alliance Bernstein
Northwestern Mutual Wealth Management Company
K Forrester Scheewind
Northwestern Mutual Investment Services LLC
Ck Advertising
Kensington Bank
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Kayla 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 Great Valley Advisor Group, Inc
Altoona, WI
Madison, WI
Braintree, MA
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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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