Lillie
Hall
Amb Wealth, LLC
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About this Advisor
Lillie Hall is a financial advisor based in Thomasville, Georgia, working with Amb Wealth, LLC. Lillie has previously held positions at Allen, Mooney & Barnes Brokerage and Allen, Mooney & Barnes Investment Advisors. Lillie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Georgia. Currently, Lillie is part of Amb Wealth, LLC, which operates out of Thomasville, Georgia. The firm has 3 offices and 22 employees. The firm manages assets totaling $848.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Amb Wealth, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Amb Wealth, LLC Brokerage Details
$847,979,237
22
1,488
$569,879
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
Allen, Mooney & Barnes Brokerage
Allen, Mooney & Barnes Investment Advisors
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
Saint Simons Island, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
Thomasville, GA
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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