Russell Merton Hall

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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 → 11/2023
  Hall Private Wealth Advisors
  Waxhaw, NC
• 04/2015 → 11/2023
  M.S. Howells & Co., Inc.
  Scottsdale, AZ
• 11/2023 → Present
  Aw Securities
  Folsom, CA
• 11/2023 → Present
  Allworth Financial
  Folsom, CA

Previous Registrations

• 2015-04-20 → 2023-12-07
  Hall Private Wealth Advisors
  San Diego, CA
  Waxhaw, NC
• 2009-06-01 → 2015-04-27
  Morgan Stanley
  San Diego, CA
  San Diego, CA
• 2008-03-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Diego, CA
  New York, NY
• 1997-07-08 → 2008-04-15
  Ubs Financial Services Inc.
  La Jolla, CA
  La Jolla, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-01
• S63 Uniform Securities Agent State Law Examination
  1990-11-07

Other Names

• Russ Hall
• Russell M Hall