EH
EH

Elizabeth Hall

11 Years of Experience
Orlando, FL
Broker

Elizabeth Hall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 11 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

1129 W New Hampshire St, Orlando, FL, 32804

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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

Elizabeth coaches crew/rowing for the Orlando Rowing Club Inc., dedicating a few hours per week to this activity. She also works as a client services specialist for Signature Wealth Partners, spending minimal time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.
November 2021 - Present · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
April 2015 - November 2021 · 6 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
July 2014 - September 2014 · 2 mos
State Registrations1 state
FL
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.