Amanda P Hall

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 02/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 02/2015 → Present
  Masters Private Client Group Llc
  Winston Salem, NC
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-02-04 → 2015-03-17
  Capital Guardian Wealth Management, Llc
  Miami, FL

Other Businesses

1.DBA: MASTERS PRIVATE CLIENT GROUP LLC, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL SERVICES, START FEBRUARY 2015, 30 HOURS PER WEEK - DURING TRADING HOURS, REGISTERED ADMINISTRATIVE ASSISTANT. 2.AMANDA HALL, NOT INVESTMENT RELATED, ADDRESS IS THE RESIDENTIAL LOCATION, ACCOUNTING SERVICES, START FEBRUARY 2015, ROUTINE PREPARATION OF FINANCIAL STATEMENTS AND ACCOUNT RECONCILIATIONS

Exams

• S66 Uniform Combined State Law Examination
  2014-02-04
• S63 Uniform Securities Agent State Law Examination
  1998-05-28

Other Names

• Amanda P Hall
• Amanda Holli Peck