Grant Allen 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

• 07/2012 → 12/2016
  Ameriprise Financial Services Inc
  Houston, TX
• 12/2016 → 01/2024
  Woodbury Financial Services Inc
  Houston, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2016-12-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Houston, TX
  Mckinney, TX
  Houston, TX
  Houston, TX
• 2012-07-13 → 2017-01-04
  Ameriprise Financial Services, Llc
  Houston, TX
• 2005-09-07 → 2012-07-26
  Lpl Financial Llc
  Richmond, TX
  Houston, TX
  Houston, TX
• 2000-10-13 → 2005-08-29
  Morgan Stanley Dw Inc.
  Houston, TX

Other Businesses

1) SILVEROAK FINANCIAL GROUP POSITION: Financial Advisor NATURE: Limited INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2019 ADDRESS: 10260 WESTHEIMER RD STE 300, Houston TX 77042, United States DESCRIPTION: Business Development, Marketing, Wealth Management, Financial Planning, Client Engagement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-26
• S63 Uniform Securities Agent State Law Examination
  2000-10-06