Lillie
Hall
Amb Wealth, LLC
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About this Advisor
Lillie Hall is a financial advisor who works out of Thomasville, Georgia who has 5 years of industry experience. Hall is currently employed by Amb Wealth, LLC. Throughout their career, Hall has worked at Allen, Mooney & Barnes Brokerage and Allen, Mooney & Barnes Investment Advisors. Hall holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Florida and Georgia. Amb Wealth, LLC is an advisory business that has its headquarters in Thomasville, GA. It has offices in two locations and a total of 17 financial advisors. It handles $680 million in total assets between its 658 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 658 customer accounts, 47% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Amb Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$679,891,288
17
658
$1,033,269
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
Lillie Hall Work History
Lillie has been registered as a financial advisor for 5 years.*
Allen, Mooney & Barnes Brokerage
Allen, Mooney & Barnes Investment Advisors
*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 Lillie 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 Amb Wealth, LLC
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
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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