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Curt Hall

23 Years of Experience
Charleston, SC
Broker

Curt Hall is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Seven Farms Dr, Ste 300, Charleston, SC, 29492

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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

Curt is a board member for BRIO Condominium HOA, owns 100% of HFSG Inc, and is the treasurer for Fisher Middle School PTSA. These activities are not investment-related and take about a quarter of Curt's time.

Employment History
Current Registrations
Wells Fargo Advisors
March 2018 - Present · 8 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
May 2005 - November 2017 · 12 yrs 6 mos
UBS Financial Services INC.
November 2004 - February 2005 · 3 mos
UBS Financial Services INC.Broker
September 2002 - November 2017 · 15 yrs 2 mos
State Registrations18 states
AZCACOFLGAMAMSNCNHNJNVNYOHORPASCTXVA
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.