Garrett Jon Hall

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2014 → 02/2018
  Equity Fund Advisors
  Phoenix, AZ
• 07/2014 → 02/2018
  Cole Capital Corporation
  Phoenix, AZ
• 02/2018 → 01/2022
  Cco Capital, Llc.
  Phoenix, AZ
• 02/2018 → 01/2022
  Cco Staffing, Llc.
  Phoenix, AZ
• 02/2022 → Present
  Lpl Financial Llc
  Gilbet, AZ
• 02/2022 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Other Businesses

1) 2/17/2022 - Totemic Wealth and Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 2/15/2022 - I Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 2/22/2022 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date: 02/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 2/22/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 02/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 5) 2/22/2022 - Integrated Wealth Concepts - DBA: (Hybrid) Totemic Wealth and Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/17/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 6) 2/22/2022 - Integrated Wealth Concepts - DBA: ((Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/17/2022 - 80 Hours Per Month/80 Hours During Securities Trading. 7) 2/24/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/17/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 8) 4/14/2022 - Integrated Wealth Concepts- DBA: Front Range Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 04/06/2022 - 5 Hours Per Month/ 5 Hours During Securities. 9) 12/18/2023: Agencyone; At Reported Business Location(s); Non-Variable Insurance; Inv. related; start date 11/30/2023; 10hrs/mo.; 2hrs during trading. 10) 12/18/2023: Exclusive Insurance Brokerage; At Reported Business Location(s); Non-Variable Insurance; Producer; Inv. related; start date 8/15/2023; 10hrs/mo.; 0hrs during trading. 11) 12/18/2023: Hall Wealth Partners LLC; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; start date 11/30/2023; 10hrs/mo.; 2hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-22
• S63 Uniform Securities Agent State Law Examination
  2015-12-16