TH
PFS
TH
PFS

Tammy Hall

27 Years of Experience
Lake City, FL
Broker

Tammy Hall is a PFS-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake City, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4641 W Us Highway 90, Lake City, FL, 32055

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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

Tammy is the treasurer of Ichetucknee River Estates Homeowners Assoc., Inc, dedicating minimal time. She is also an owner of Moses Wealth Advisors, LLC, taking about half of Tammy's time, and a partner at Odom Moses & Company, LLP, spending about 10-20% of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
August 2002 - Present · 23 yrs 9 mos
Previous Registrations
Raymond James Financial Services
December 2007 - October 2009 · 1 yr 10 mos
First Federal Financial Services CORP
January 1999 - December 2005 · 6 yrs 11 mos
First Federal Financial Services CORP
January 1999 - June 2002 · 3 yrs 5 mos
State Registrations27 states
ALARAZCACODCFLGAIDILKSLAMAMIMNMSMTNCNDNMNYOKTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tammy Hall - Financial Advisor | TrueAdvisor