Terry Harland Hall

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

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

• 03/2003 → Present
  Terry Hall & Associates
  Littleton, CO
• 05/2016 → Present
  Srs Capital Advisors, Inc.
  Denver, CO

Previous Registrations

• 2003-07-17 → 2016-12-12
  Acacia Investment Advisors, Llc
  Highlands Ranch, CO
• 2000-02-11 → 2003-04-15
  Eagle Strategies Llc
  Denver, CO

Other Businesses

CONSULTING BUSINESS TO VETERINARY PRACTICE OWNERS. TERRY HALL & ASSOCIATES. THE ADDRESS IS 10082 GLENSTONE CIRCLE, HIGHLANDS RANCH, CO, 80130. THIS BUSINESS COACHES VETERINARY PRACTICE OWNERS TO KEEP THEIR PRACTICE FINACIALLY HEALTHY AND PROVIDE QUALITY VETERINARY SERVICES. TERRY HALL IS THE OWNER AND SOLE PROPRIETOR. HE DEVOTES 80% OF HIS WORK WEEK TO THIS BUSINESS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-12
• S63 Uniform Securities Agent State Law Examination
  1995-02-22

Designations

• Certified Financial Planner