William J Hall

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 05/1985 → Present
  R. A. Hall Co.
  Boston, MA
• 03/2004 → Present
  Money Concept Capital Corp
  Palm Beach Gardens, FL

Other Businesses

1)R.A. HALL & CO. LLC, CPA FIRM, SINCE 1967, 183 STATE STREET, BOSTON, MA 02109, NON-INVESTED RELATED, MEMBER, ACCOUNTING, TAX & ADMINISTRATION, MEMBER DRAWS, 200 HRS. MO. ALL DURING SECURITIES TRADING. 2) Quadrant Financial Services, LLC, DBA. Owner, investment related, 21-40% time spent on ctivity during securities hrs. 3)E & W HALL REALTY LLC,SINCE 1990, 183 STATE STREET, BOSTON, MA 02109, OWNER OCCUPIED RENTAL,MEMBER, ADMINSTRATION & MANAGEMENT, NON- INVESTED RELATED, K-1 INCOME,5 HRS. MO. ALL DURING SECURITIES TRADING. 4)BigEd.Org, Charity, Officer, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. Hall Management, since 1/1/2024, Consulting, Officer, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-25
• S63 Uniform Securities Agent State Law Examination
  2003-12-02

Designations

• Personal Financial Specialist

Other Names

• Bill Hall