Lockton Investment Advisors, LLC
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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
Years of Experience
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Lockton Investment Advisors, LLC Brokerage Details
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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.
Lockton Companies LLC
Lockton Financial Advisors
Lockton Investment Advisors
Ernst & Young
Burns & Mcdonnell
Pnc - Midland Loans
Kum & Go Convenience Stores
Principal Global Investors
James Hall has no disclosures.
Please visit their SEC profile for more details.