Sheryl Hall
Sheryl Hall is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 40 years of industry experience. Sheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1610 E River Rd Ste 116, Tucson, AZ, 85718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheryl owns Hallmark Financial LLC, providing financial planning, portfolio management, and insurance services, dedicating full-time hours to it. She also works as an insurance agent selling life, annuities, and long-term care products for various companies, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Schannep Investment Advisors, INC.
Schannep Investment Advisors, INC.
Round Hill Securities, INC.Broker
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
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.