Dwayne
Hall

Flagship Harbor Advisors, LLC

CRD#4587184
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dwayne Hall is a certified financial planner located in Boston, Massachusetts. Currently an advisor at Flagship Harbor Advisors, LLC, they have gathered 17 years of work experience in the financial advisory industry. Hall has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Hall can serve clients in Massachusetts. Throughout their career, they have worked at American Express Financial Advisors, Ids Life Insurance Company, Lpl Financial, LLC and Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is located in Boston, Massachusetts, and has 31 other locations across the nation. Overall, Flagship Harbor Advisors, LLC oversees $1 billion in assets dispersed across 9,590 accounts and retains more than 54 people. The firm's total assets under management places it among the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Flagship Harbor Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

346 Commercial Street
Boston, MA 02109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$1,395,390,981

MA Average: $16,012,751,954
Total Number of Employees

54

MA Average: 118
Total Number of Accounts

9,590

MA Average: 4,567
Average Account Size

$145,505

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Dwayne Hall Work History

Dwayne has 18 years of experience.

2014 - Present (6 years)

Lpl Financial, LLC

2014 - Present (6 years)

Flagship Harbor Advisors, LLC

2002 - 2014 (12 years)

American Express Financial Advisors

2002 - 2014 (12 years)

Ids Life Insurance Company

Disclosures

Dwayne Hall has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Flagship Harbor Advisors, LLC

Kevin Smith
North Andover, MA
Joshua Topp
Boston, MA
Jesse Bessett
Hingham, MA
Thomas Williams
Hingham, MA
Edward Marinucci
Hingham, MA
Irina Andreasen
Hampton, NH
Bryan Gravel
Cumberland, RI

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started