James
Hall

Lockton Investment Advisors, LLC

CRD#6693091
Investment Advisor
in Kansas City, MO
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About this Advisor

James Hall is an investment advisor who is based out of Kansas City, Missouri. Currently a registered financial advisor with Lockton Investment Advisors, LLC, Hall has 10 years of work experience. Hall maintains a Series 63 license, which certifies them as a securities representative. Hall can work with customers in Missouri. The advisor has gained experience at Lockton Companies LLC, Kum & Go Convenience Stores, Lockton Financial Advisors, Burns & Mcdonnell, Lockton Investment Advisors, Drake University, Ernst & Young, Pnc - Midland Loans and Principal Global Investors. Lockton Investment Advisors, LLC is headquartered in Kansas City, Missouri, and operates out of 15 brick-and-mortar locations in the nation. Overall, Lockton Investment Advisors, LLC oversees $4 billion in assets throughout 192 client accounts and retains more than 104 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 49 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 192 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Lockton Investment Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

444 W 47Th Street Suite 900
Kansas City, MO 64112

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Lockton Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$4,200,085,657

MO Average: $11,469,110,461
Total Number of Employees

104

MO Average: 458
Total Number of Accounts

192

MO Average: 33,415
Average Account Size

$21,875,446

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

James Hall Work History

James has 10 years of experience.

2016 - Present (3 years)

Lockton Companies LLC

2016 - Present (3 years)

Lockton Financial Advisors

2016 - Present (3 years)

Lockton Investment Advisors

2014 - 2016 (2 years)

Ernst & Young

2013 - 2013 (< 1 year)

Burns & Mcdonnell

2013 - 2014 (1 year)

Pnc - Midland Loans

2012 - 2013 (1 year)

Kum & Go Convenience Stores

2011 - 2012 (1 year)

Principal Global Investors

2008 - 2012 (4 years)

Drake University

Disclosures

James 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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