MH
MH

Margaret Hall

21 Years of Experience
Alabaster, AL
Broker

Margaret Hall is a registered investment advisor at Cetera Investment Advisers LLC, based in Alabaster, AL, with 21 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

6869 Highway 119, Alabaster, AL, 35007

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.

Learn about disclosures →
Other Business Activities

Margaret is involved in several outside business activities, including serving as a room parent, a board member for a church, executrix of her parents' estate, and owner of investment property. She also works as a financial professional for Cedar Advisory Planning & Investments, dedicating a full-time commitment to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
April 2015 - Present · 11 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
April 2015 - March 2024 · 8 yrs 11 mos
Ameriprise Financial Services, INC.
September 2004 - April 2015 · 10 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2004 - April 2015 · 10 yrs 7 mos
Ids Life Insurance CompanyBroker
September 2004 - July 2006 · 1 yr 10 mos
State Registrations11 states
ALCOFLGAILMSNYOHTNTXWV
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.