Stan Russell Hall

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Royal Alliance Associates, Inc.
  Dallas, TX
• 06/2016 → Present
  Stan Hall Financial Services, Llc
  Dallas, TX

Previous Registrations

• 2009-09-12 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Dallas, TX
  Philadelphia, PA
  Dallas, TX
  Panama City Beach, FL
• 2005-10-25 → 2013-01-02
  Fortitude Advisory Group L.L.C.
  Dallas, TX
• 2009-06-24 → 2012-06-05
  Awm Services, Llc
  Dallas, TX
  Houston, TX
• 1999-06-01 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Dallas, TX
  Brownsville, TX
  Dallas, TX
  Dallas, TX
  Garland, TX
  Lubbock, TX
  San Angelo, TX
  San Angelo, TX
  Texarkana, TX
  Addison, TX
  Dallas, TX
  Richardson, TX
  Flower Mound, TX
  Los Angeles, CA
  Dallas, TX
  Dallas, TX

Other Businesses

1) STAN HALL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2019 ADDRESS: 908 Newberry Drive, Richardson TX 75080, United States DESCRIPTION: I inherited a farm from my parents in western Oklahoma. It's being rented to a local farmer for a flat annual fee. I travel there a few times a year to check on things. The renter is responsible for all farming and cattle activities. I maintain the house. At some point, the house may also be rented out. 2) STAN HALL POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/02/1999 ADDRESS: 11910 Greenville Ave Ste 410, Dallas TX 75243, United States DESCRIPTION: independent insurance agent selling life and health insurance and fixed annuities 3) STAN HALL FINANCIAL SERVICES, LLC POSITION: Owner/Manager NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 132 SECURITIES TRADING HOURS: 88 START DATE: 06/24/2016 ADDRESS: 11910 Greenville Ave Ste 410, Dallas TX 75243, United States DESCRIPTION: CPA - tax and accounting services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-12

Other Names

• Stanley Russell Hall