Richard Brandon Hall

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2015 → Present
  Ubs Financial Services Inc.
  Portland, OR

Previous Registrations

• 2014-10-21 → 2015-08-31
  Raymond James Financial Services Advisors, Inc
  Lake Oswego, OR
• 2006-12-05 → 2014-10-20
  Cuso Financial Services, L.P.
  Oregon City, OR
  Lake Oswego, OR

Other Businesses

ONPOINT COMMUNITY CREDIT UNION, LAKE OSWEGO, OR, BANK/CREDIT UNION ASSOCIATE, INVESTMENT RELATED, 04/2011, 0 HRS PER MONTH, 0 HRS DURING TRADING 2)SW 18 LLC / 3433 McNary Parkway #603 Lake Oswego,OR 97035 / Other/ Real Estate / LLC setup to own one six plex. 819 18th Ave SW, Albany, OR 97321 / Other / Member owned LLC. Alejandra Hall and I own 100%. / Maintain LLC that owns rental. Using professional property management company for rental. / Start Date 6/22/16 Limited Liability Company / 3) Name of Business: ABS CAPM LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date; 7/16/2019./ Time Required: N/A. 4) Name of Business: Lebanon RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 10/15/2020./ Time Required: N/A. 5) Name of Business: Monmouth RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 2/8/2021./ Time Required: N/A. 6) Name of Business: Oakwood RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 2/14/2020./ time Required: N/A. 7) Name of Business: OSUCV LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date:11/30/2021./ Time Required: N/A. 8) Name of Business: RBHCM LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 4/9/2018./ Time Required: N/A. 9) Name of Business: Salem RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Role: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 11/7/2016./ Time Required: N/A. 10) Name of Business: Greystone RE LLC./ Address: 22265 SW Taylors DR Tualatin OR United States 97062./ Investment Related: Yes./ Nature: To own rental properties. All rental properties managed by a third party professional property management company./ Roles: Proprietor / owner./ Duty: Hold the rental property long term and monitor the monthly statements./ Start Date: 7/19/2019./ Time Required: N/A. 11) Applegate LLC, To own rental properties. All rental properties managed by a third party professional property management company, Proprietor / owner, Hold the rental property long term and monitor the monthly statements, start date-8/8/2019, Tualatin ORUnited States 97062.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-22

Designations

• Certified Financial Planner

Other Names

• Richard Brandon Hall
• Richard Brandon Hall
• Brandon Hall