DH
DH

David Clifford Hall

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

9878 W. Belleview Ave., #2306, Denver, CO, 80123

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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 ActivitiesSells Insurance

David is a CPA providing planning services and owns RRA Agency, an insurance agency offering life, long-term care insurance, and annuities. He receives commissions from the insurance business.

Employment History
Current Registrations
The Institute
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
February 2024 - July 2024 · 5 mos
Comprehensive Wealth Management Advisors
January 2007 - May 2009 · 2 yrs 4 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.