Dwayne
Hall

Flagship Harbor Advisors, LLC

CRD#4587184
Investment Advisor
in Boston, MA
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About this Advisor

Dwayne Hall is a certified financial planner who lives in Boston, Massachusetts. Currently a registered financial advisor with Flagship Harbor Advisors, LLC, they have accumulated 16 years of professional experience as a financial advisor. Hall maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Hall can operate in Massachusetts. Throughout their career, they have worked at Flagship Harbor Advisors, LLC, American Express Financial Advisors, Ids Life Insurance Company and Lpl Financial, LLC. Flagship Harbor Advisors, LLC is headquartered in Boston, Massachusetts, and operates out of 37 additional locations in the United States. In total, Flagship Harbor Advisors, LLC manages $1 billion in assets throughout 8,439 accounts and retains more than 59 people. The firm's total assets under management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have greater 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

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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

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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 16 years of experience.

2014 - Present (5 years)

Flagship Harbor Advisors, LLC

2014 - Present (5 years)

Lpl Financial, 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.

This content was compiled from the SEC and FINRA.

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