Kevin HallCRD Number: 5684384
Current Firm: International Assets Investment Management, LLC
Kevin Hall (CRD# 5684384) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 11 years of experience in the finance industry.
Cetera Investment Advisers LLC
Certified Advisory Corp
Financial Harvest Wealth Advisors
|International Assets Advisory, LLC||Broken Arrow, OK||Oct 2021 - Current||1|
|International Assets Investment Management, LLC||Broken Arrow, OK||Oct 2021 - Current||1|
|Bok Financial Securities, Inc.||Muskogee, OK||Sep 2011 - Aug 2021||9|
|Bokf, Na||Tulsa, OK||Aug 2011 - Aug 2021||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,445MILLIONS
Total Number of Accounts6,618ACCOUNTS
Average Account Value$218,270
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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