Amy Hall, financial advisor Prosper TX

Amy Hall

CRD Number: 6902608
Current Firm: Cpr Financial & Insurance Services, Inc.

Amy Hall (CRD# 6902608) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Prosper, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cpr Financial & Insurance Services, Inc. Frisco, TX Jan 2018 - Current 5
Independent Insurance Agent Savannah, TX Jun 2017 - Current 5
Iconnectgreen Tampa, FL Aug 2015 - Current 7
Merki & Associates Denton, TX Aug 2014 - May 2015 < 1
Unemployed Savannah, TX Jan 2014 - Jul 2014 < 1
Zeppelin Systems Usa Odessa, TX Sep 2007 - Dec 2013 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Amy R. Hall
Phone Number: 877-431-6997
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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