RH
RH

Robert Hall

35 Years of Experience
Milltown, NJ
1 DisclosureBrokerSells Insurance

Robert Hall is a registered investment advisor at Ameriprise Financial Services, LLC, based in Milltown, NJ, with 35 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

161 S Main St, Milltown, NJ, 08850

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2009
Other Business ActivitiesSells Insurance

Robert is an independent insurance broker with AIG, selling term life insurance since 2020.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2019 - Present · 7 yrs
Ameriprise Financial Services, LLCBroker
October 2019 - Present · 7 yrs
Ameriprise Financial Services, LLC
October 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
January 2010 - October 2019 · 9 yrs 9 mos
Edward JonesBroker
December 2009 - October 2019 · 9 yrs 10 mos
PNC InvestmentsBroker
December 2007 - October 2009 · 1 yr 10 mos
PNC Investments
December 2007 - October 2009 · 1 yr 10 mos
Primevest Financial Services, INC.
July 2006 - December 2007 · 1 yr 5 mos
Primevest Financial Services, INC.Broker
June 2006 - December 2007 · 1 yr 6 mos
Cuso Financial Services, L.P.Broker
January 2006 - June 2006 · 5 mos
Bny Investment Center INC.Broker
October 1999 - January 2006 · 6 yrs 3 mos
Essex National Securities, INC.Broker
April 1994 - November 1999 · 5 yrs 7 mos
Prime Capital Services, INC.Broker
September 1992 - April 1994 · 1 yr 7 mos
Uslife Equity Sales CORP.Broker
November 1991 - July 1992 · 8 mos
Oxford Capital Securities, INC.Broker
April 1990 - July 1991 · 1 yr 3 mos
State Registrations19 states
CACTDCDEFLGAILMAMDMTNCNJNYOHPARISCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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