Dorne
Hall

Ameriprise Financial Services, LLC

CRD#2073288
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Dorne Hall is a financial advisor who works in Pleasant Grove, Utah, with a total of 18 years of experience as a financial advisor. Hall is on the advisory team at Ameriprise Financial Services, LLC. Over the course of their career, Hall has held roles at Metropolitan Life Insurance Company, Metlife Securities, Inc and Ameriprise Financial Advisors Inc. Hall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas and Utah. Ameriprise Financial Services, LLC is an advisory firm headquartered in Pleasant Grove, Utah. It has offices in 158 locations and a total of 13,556 advisors. It administers $313 billion in assets among its 1,488,886 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,698 charities and foundations. Of its 1,488,886 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. Ameriprise Financial Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Ameriprise Financial Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1064 S North County Blvd Ste 100
Pleasant Grove, UT 84062

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

UT Average: $5,289,111,388
Total Number of Employees

13,556

UT Average: 157
Total Number of Accounts

1,488,886

UT Average: 8,262
Average Account Size

$210,414

UT Average: $640,173

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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
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Dorne Hall Work History

Dorne has 18 years of experience.

2017 - Present (3 years)

Ameriprise Financial Advisors Inc

2002 - 2017 (15 years)

Metropolitan Life Insurance Company

2002 - 2017 (15 years)

Metlife Securities, Inc

Disclosures

Dorne Hall has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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