Shelby Hall
Shelby Hall is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Athens, GA, with 5 years of industry experience. Shelby 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
Firm Size
IM Fee
Assets Under Management
Location
154 W Athens, Athens, GA, 30680
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Regulatory History
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 ActivitiesSells Insurance
Shelby is a member of Little Oaks Preschool, LLC, assisting with financial statements, budgeting, and operational responsibilities, dedicating a few hours per week. Shelby is also the lead financial advisor for AGN Wealth Management, dedicating full-time hours, and sells insurance through Avantax, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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.