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Angela Hall

24 Years of Experience
Burlington, NC
Broker

Angela Hall is a registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2006 S. Church St, Ste A, Burlington, NC, 27215

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Angela is associated with Ancora Wealth Partners, LLC, doing business as LPL Business, which is an entity for her LPL business. This investment-related activity takes nearly all of Angela's time.

Employment History
Current Registrations
LPL Financial LLC
June 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2015 - July 2024 · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2015 - July 2024 · 8 yrs 11 mos
Wells Fargo Advisors, LLC
June 2010 - September 2015 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
June 2010 - September 2015 · 5 yrs 3 mos
LPL Financial Corporation
October 2007 - June 2010 · 2 yrs 8 mos
LPL Financial CorporationBroker
October 2007 - June 2010 · 2 yrs 8 mos
Suntrust Investment Services, INC.Broker
January 2005 - November 2007 · 2 yrs 10 mos
Suntrust Investment Services, INC.
January 2005 - November 2007 · 2 yrs 10 mos
Ncf Financial Services, INC.
September 2004 - January 2005 · 4 mos
Ncf Financial Services, INC.Broker
September 2004 - January 2005 · 4 mos
Citigroup Global Markets INC.
July 2004 - October 2004 · 3 mos
Citigroup Global Markets INC.Broker
July 2004 - October 2004 · 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - July 2004 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - July 2004 · 2 yrs 11 mos
State Registrations12 states
AKALCAFLGAINNCNYSCTXVAWV
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.