Roger Kent Hall

Employer firm

Hall Asset Management Group, Inc. CRD 166285

90 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 09/2002 → Present
  Retirement Planning Solutions
  Lexington, SC
• 10/2008 → Present
  Retirement Planning Solutions, Dba Hall Tax & Planning Services
  Columbia, SC
• 12/2012 → Present
  Hall Asset Management Group, Inc.
  Columbia, SC
• 03/2017 → 07/2017
  Motiv8 Investments Llc
  Stuart, FL

Previous Registrations

• 2017-04-18 → 2017-07-06
  Motiv8 Investments Llc
  Stuart, FL
• 2009-02-05 → 2012-12-31
  American Investment Services
  Columbia, SC

Other Businesses

INSURANCE/FINANCIAL SERVICES/TAX PREPARATION, OWNER, 160 HRS/MO, 160 HRS DURING TRADING, SALES/CLIENT ACCOUNT SERVICES/TAX PREPARATION; ADDITIONALLY, HE OFFERS BOTH MEDICARE AND ELDER CARE PLANNING TO MIX WITH HIS ADVISORY BUSINESS OR WITHOUT DEPENDING ON CUSTOMER NEEDS. 10% OF TIME IS ALLOTED. Insurance agent for multiple companies thru Gradient Financial Marketing Organization. I also have tax preparers that complete personal and business taxes. I personally do not prepare taxes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-04
• S63 Uniform Securities Agent State Law Examination
  1985-06-03