Andrei Hall

President @Hall Wealth Management

Irvine, CA, US
MOBILE NUMBERS
+17•••••••32

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WORK HISTORY

May 2007 — Present

President @Hall Wealth Management

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As President of Hall Wealth Management Group, I oversee wealth management for Professionals, Business Owners and Retirees. I specialize in providing creative strategies and financial advice in areas of Estate Planning, Retirement Planning, Business Succession Planning and investment portfolio design. I take great pleasure in working closely with my clients assisting them in making informative decisions about their futures. I am a member of Ed Slott’s IRA Advisor Group℠. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals. Specialties: Holds the designation as a CERTIFIED FINANCIAL PLANNER (TM) as well as a Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning). I hold Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states. I am a Registered Principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. For a list of states in which I am registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

EDUCATION

1971 — 1973

California State University, Los Angeles

BS, Business Administration

SKILLS

Investment StrategiesEmployee BenefitsSmall BusinessEstate PlanningBusiness PlanningRetirement PlanningWealth ManagementInvestmentsSecuritiesInvestment AdvisoryFinancial PlanningInsurancePortfolio ManagementMutual FundsLong-Term Care

ABOUT ANDREI HALL

As President of Hall Wealth Management Group, I oversee wealth management for…

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