JH
JH

John Michael William Hall

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
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Location

135 South Madison Street, Thomasville, GA, 31792

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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

John operates under the DBA Hallmark Wealth Strategies to sell New York Life products and broker non-registered insurance products. He also works as an insurance broker and is a board member at Hope House Pregnancy Care Center, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Amb Wealth, LLC
March 2022 - Present · 3 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
July 2015 - March 2022 · 6 yrs 8 mos
Nylife Securities LLCBroker
June 2013 - March 2022 · 8 yrs 9 mos
State Registrations4 states
FLGAIATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.