Krista Hall
Krista Hall is a registered investment advisor at Stifel Independent Advisors, LLC, based in Canyon Lake, TX, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
Canyon Lake, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1998Other Business Activities
Krista is the owner of Marmaya, a family limited partnership, and spends minimal time on it each month. She also owns Krista Hall LLC, a checking account, and spends minimal time on it each year.
Employment History
Current Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
State Registrations4 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.