Kim
Hall

Clarity Wealth Development, LLC

CRD#7012215
Investment Advisor
in Corvallis, OR

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About this Advisor

Kim Hall is a financial advisor based in Corvallis, Oregon, working with Clarity Wealth Development, LLC. Kim has previously held positions at Oregon State University, Oakridge Institute For Science And Education, Instructor/Researcher, and Clarity Wealth Development. Kim has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Kim is part of Clarity Wealth Development, LLC, which operates out of Corvallis, Oregon. The firm has 5 employees and manages assets totaling $140.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Clarity Wealth Development, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

262 Nw Polk Ave
Corvallis, OR 97330

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Clarity Wealth Development, LLC Brokerage Details

Total Assets Under Management

$140,635,576

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

798

OR Average: 1,309
Average Account Size

$176,235

OR Average: $855,770

Investment Advisory Services

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

Kim Hall Work History

2017 - Present (7 years)

Clarity Wealth Development

2015 - 2017 (2 years)

Oakridge Institute For Science And Education

2014 - 2018 (4 years)

Instructor/Researcher

2006 - 2014 (8 years)

Oregon State University

Disclosures

Please visit the SEC profile of Kim 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 Clarity Wealth Development, LLC

Michelle Onaka
Corvallis, OR
Garrett Dresen
Corvallis, OR
Ellen Johnson
Corvallis, OR
Kay Cole
Corvallis, OR
Kim Hall
Corvallis, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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