Note Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Angela Hall is a certified financial planner who works in Hamburg, New York, with 5 years of industry experience. Hall is an advisor for Note Advisors, LLC. Throughout their career, they have worked at Morgan Stanley, Sii Invesments, Inc, Lpl Financial LLC, Sterling Investment Counsel, LLC, Jensen Marks Langer And Vance and Gcw Capital. Hall has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in New York and Texas. Note Advisors, LLC is a financial advisory firm operating out of Buffalo, NY. It administers $199 million in total assets among its 921 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 921 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Note Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services are offered. Fee types charged by Note Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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.
Note Advisors, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angela Hall Work History
Angela has been registered as a financial advisor for 5 years.*
Jensen Marks Langer And Vance
Lpl Financial LLC
Sterling Investment Counsel, LLC
Sii Invesments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Angela 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 Note Advisors, LLC
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.