Peter Hall
Peter Hall is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kings Park, NY, with 30 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
277 Indian Head Rd, Kings Park, NY, 11754
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Peter is an independent insurance agent since 2005 and a partner at Hall CPA Group since 2014, dedicating nearly full-time hours to the CPA group. He also serves as a trustee, part-owner of a sports memorabilia company, owning member of an LLC, and advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations6 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.