Andrew
Hall

Farther

CRD#5466262
Investment Advisor
in Salinas, CA

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About this Advisor

Andrew Hall is a certified financial planner operating out of Salinas, California, with a total of 1 year of relevant experience. Hall is an advisor for Farther. Throughout their career, Hall has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Farther Finance Advisors, LLC. Hall holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Florida. Farther is a registered investment firm that has its headquarters in San Francisco, CA. The company has offices in 41 locations and a total of 78 financial advisors. It manages $676 million in assets under management between its 3,603 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 3,603 customer accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets. Farther performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Farther typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

Salinas, CA

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Farther Brokerage Details

Total Assets Under Management

$675,735,981

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

78

CA Average: 43
Total Number of Accounts

3,603

CA Average: 3,727
Average Account Size

$187,548

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Andrew Hall Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Farther Finance Advisors, LLC

2011 - 2022 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2022 (11 years)

Bank Of America, N.A

*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 Andrew 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 Farther

Matthew Giller
Wilton, CT
Jonathan Fauver
Reno, NV
Daniel Carlson
San Francisco, CA
Daniel Gilham
Atlantic Beach, FL
Ryan Koenig
San Francisco, CA
Christian Pierce
Brooklyn, NY
Eric Passin
East Hanover, NJ
John Paolini
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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