Robert Hall
Robert Hall is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tarpon Springs, FL, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
910 E Tarpon Ave, Tarpon Springs, FL, 34689
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Regulatory History (1)
Financial
August 2021Other Business ActivitiesSells Insurance
Robert sells insurance products and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also works as an independent agent for United HealthCare, MPOWERING AMERICA, and Pinnacle Financial Services, providing Medicare options and debt reduction programs, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.