Stan Hall
Stan Hall is a registered investment advisor at Osaic Wealth, INC., based in Dallas, TX, with 29 years of industry experience. Stan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11910 Greenville Avenue, Suite 410, Dallas, TX, 75243
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Regulatory History (1)
Regulatory
September 2013Other Business ActivitiesSells Insurance
Stan inherited a farm in Oklahoma that is rented to a local farmer, requiring minimal time for maintenance and oversight. Stan is also an independent insurance agent selling life and health insurance and fixed annuities, and owns Stan Hall Financial Services, LLC, a CPA firm providing tax and accounting services, taking nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Awm Services, INC.
Awm Services, INC.Broker
Argentus Advisors, LLC
Argentus Securities, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Brokers Transaction Services, INC.Broker
PFS Investments INC.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.