SH
CFP
SH
CFP

Scott Hall

22 Years of Experience
Linthicum Heights, MD
BrokerSells Insurance

Scott Hall is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Linthicum Heights, MD, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1201 Winterson Road, Suite 130, Linthicum Heights, MD, 21090

Get directions

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 ActivitiesSells Insurance

Scott holds a private mortgage and collects loan payments, dedicating minimal time to this activity. He is also an agent for AGIA selling non-securities insurance products, spending a few hours per week on this.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2008 - Present · 18 yrs 4 mos
VALIC Financial Advisors, INC.Broker
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
Financial West GroupBroker
February 2006 - December 2007 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
January 2005 - January 2006 · 1 yr
H.D. Vest Investment Securities, INC.Broker
August 1999 - March 2001 · 1 yr 7 mos
State Registrations21 states
AZCACODCDEFLKYLAMAMDMEMSNCOHORPASCSDTXVAWV
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.
Scott Hall - Financial Advisor | TrueAdvisor