Steven Anthony Hall

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

TAX PREP HALL FINANICAIL SERVICES; 1721 Black River Blvd, 2nd Floor, US;OWNER/OPERATOR APPROXIMATELY 10 HOURS PER WEEK FROM FEB-APRIL EACH YEAR. INSURANCE & FIXED ANNUITIES POSITION: OWNER/OPERATOR NATURE: INSURANCE INVESTMENT RELATED: NO HOURS: 10 INVESTMENT RELATED HOURS: 1 START DATE: 07/02/1980 ADDRESS: 1227 DUNBROOKE ST, WINTER GARDEN FL 34787 DESCRIPTION: LIFE, DI, LTC INSURANCE AND FIXED ANNUITIES. HALL FINANCIAL SERVICES, Is Investment Related, DBA, Financial Professional, 09/28/2005,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-09
• S63 Uniform Securities Agent State Law Examination
  2001-04-30

Designations

• Chartered Financial Consultant

Other Names

• Steven A Hall