Mary Hall
Mary Hall is a registered investment advisor at Ausdal Financial Partners, INC., based in Greeley, CO, with 30 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
1821 56th Avenue, Suite B, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Mary is a property manager for 365 Real Property Management LLC and Hiland Park Office Complex, and a group fitness instructor at Work Out West. She also uses the DBA Hall Financial Partners and sells fixed indexed annuities, term life insurance, whole life insurance, and long-term care insurance, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Capwest Securities, INC.
Capwest Securities, INC.Broker
United Securities Alliance, INC.Broker
Linsco/private Ledger CORP.Broker
Prudential-Bache Securities INC.Broker
Waddell & Reed, INC.Broker
State Registrations5 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.
Exams
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