Per Stirling Capital Management, LLC
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About this Advisor
Richard Hallum is a certified financial planner operating out of Austin, Texas, with 14 years of experience as a financial advisor. Hallum currently works for Per Stirling Capital Management, LLC. Hallum has gained experience at Securities America, Inc, Couch Hallum Financial Group, LLC, Ajl Enterprises, LLC, Richard Hallum Jr. - Coordinator, Spicewood Oaks Advisors, Inc, Per Stirling Capital Management, B.B. Graham & Company and Ss Overlook, LLC. Hallum has a Series 63 license, designating them as a securities representative, and is able to work in Arizona, California, Colorado, Louisiana, Washington, Florida, New Mexico, Texas and Virginia. Per Stirling Capital Management, LLC is an advisory company headquartered in Austin, Texas. The company has offices in two locations and a total of 31 people on staff. It handles $677 million in total assets among its 2,652 client accounts, making it one of the bigger firms in the country by assets under management. Of its 2,652 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Per Stirling Capital Management, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Per Stirling Capital Management, LLC Brokerage Details
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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
Richard Hallum Work History
Richard has 14 years of experience.
Per Stirling Capital Management
B.B. Graham & Company
Ss Overlook, LLC
Richard Hallum Jr. - Coordinator
Ajl Enterprises, LLC
Spicewood Oaks Advisors, Inc
Securities America, Inc
Couch Hallum Financial Group, LLC
Richard Hallum has no disclosures.
Please visit their SEC profile for more details.