William Hall
William Hall is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1994Customer Dispute
July 1993Other Business ActivitiesSells Insurance
William is the CEO of William K. Hall, Inc., a bookkeeping and payroll company, and a member of the Finance Committee for Mission Hospital Foundation. He is also an insurance agent, a role he has held since 1987.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Associated Planners Securities CorporationBroker
Idm Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.