Michael
Hall
Truist Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Hall is a financial advisor working in Maryville, Tennessee who has 2 years of industry experience. Hall is an advisor for Truist Advisory Services, Inc. Hall has gained experience at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Financial Conceptsi Inc, Rgis Inventory Specialists, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Hall maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee and Texas. Truist Advisory Services, Inc is a financial advisory firm that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 advisors. It oversees $53 billion in total assets between its 125,600 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 accounts, just 12% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules usually are based on which services are offered. Fees billed by Truist Advisory Services, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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
- Publication of periodicals or newsletters
- Other
Michael Hall Work History
Michael has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities, LLC
Rgis Inventory Specialists
Bb&T Investment Services, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Financial Conceptsi 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.
Disclosures
Please visit the SEC profile of Michael 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 Truist Advisory Services, Inc
Charlotte, NC
Atlanta, GA
Richmond, VA
Myrtle Beach, SC
Atlanta, GA
Richmond, VA
Chevy Chase, MD
Houston, TX
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 profile-compliance@smartasset.com.
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.