Margaret Elisabeth 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

• 04/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-09-30 → 2015-04-23
  Ameriprise Financial Services, Llc
  Birmingham, AL
  Birmingham, AL

Other Businesses

(1) NAME OF OTHER BUSINESS: MONTEVALLO ELEMENTARY ; INVESTMENT RELATED: NO ; ADDRESS: 171 JETER CIRCLE, MONTEVALLO, AL 35115 ; NATURE OF BUSINESS: ELEMENTARY SCHOOL ; START DATE: 10/2021 ; POSITION/TITLE/RELATIONSHIP: ROOM PARENT ; APX NUMBER OF HOURS PER WEEK: 4/ MONTH ; APX NUMBER OF HOURS DURING TRADING HOURS: 4/ MONTH; BRIEF DESCRIPTION OF DUTIES: HELP FILL IN FOR KINDERGARTEN TEACHER ; (2) UNIVERSITY BAPTIST CHURCH; NOT INVESTMENT RELATED; PO BOX 3, MONTEVALLO, AL, 35115, NONPROFIT/RELIGIOUS ORGANIZATION; START 1/2013; 1-2 HOURS/WEEK; AFTER TRADING HOURS; CHAIRPERSON/BOARD OF TRUSTEES. (3) KENT & KATHY DAUM'S ESTATE; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED ADDRESS; FIDUCIARY RELATIONSHIP; 0 HOURS/WEEK; EXECUTRIX OF PARENTS' ESTATE (4) NAME OF OTHER BUSINESS: BHM; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT PROPERTY; START DATE: 07/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTENANCE AND UPKEEP OF PROPERTY; (5) NAME OF OTHER BUSINESS: MAIN STREET MONTEVALLO ECONOMIC VITALITY COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 880 MONTCLAIR ROAD SUITE #245, BIRMINGHAM, AL 35213; NATURE OF BUSINESS: CIVIC; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: COORDINATE RELATIONSHIP AND COMMUNICATION BETWEEN UNIVERSITY OF MONTEVALLO AND LARGER MAIN STREET COMMITTEE; (6) NAME OF OTHER BUSINESS: CEDAR ADVISORY PLANNING & INVESTMENTS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (7) NAME OF OTHER BUSINESS: BOYS AND GIRLS CLUB OF CENTRAL ALABAMA; INVESTMENT RELATED: NO; ADDRESS:420 VINE ST MONTEVALLO, AL 35115; NATURE OF BUSINESS: NONPROFIT; START DATE: 2/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 3 HRS PER MONTH ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: WORK WITH CLUB STAFF TO DETERMINE, PUT INTO ACTION AND EVALUATE ACTIVITIES TO FUND,OPERATE CLUB ; (8) NAME OF OTHER BUSINESS: CO.STARTS (AS A PART OF MONTEVALLO MAIN STREET); INVESTMENT RELATED: NO; ADDRESS: 541 MAIN ST, MONTEVALLO, AL 35115; NATURE OF BUSINESS: COHORT BASED PROGRAM; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: CO.STARTERS LEAD FACILITATOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: FACILITATE THE CO.STARTERS CURRICULUM TO COHORT OF LOCAL ENTREPRENEURS TO FINE TUNE BUSINESS IDEAS AND TO INTO ACTION;

Exams

• S66 Uniform Combined State Law Examination
  2004-09-15

Other Names

• Margaret Elizabeth Hall
• Margaret Elisabeth Daum