PH
ChFC
PH
ChFC

Patrick Hall

14 Years of Experience
Monument, CO
BrokerSells Insurance

Patrick Hall is a ChFC-designated registered investment advisor, based in Monument, CO, with 14 years of industry experience.

Location

491 Highway 105, Ste 120, Monument, CO, 80132

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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

Patrick is a junior investor in two restaurants and owns two properties, one of which houses his State Farm Insurance Agency. He also owns and operates Patrick Hall's Insurance Agency as a State Farm agent, dedicating about half of his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
April 2023 - Present · 3 yrs 1 mo
State Farm Investment Management CORP.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
State Farm Investment Management CORP.
August 2018 - January 2019 · 5 mos
State Farm Vp Management CORP.Broker
April 2007 - January 2019 · 11 yrs 9 mos
State Registrations6 states
AZCOILNMPAUT
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.
Patrick Hall - Financial Advisor | TrueAdvisor