Amy Rose Hall

Employer firm

Cpr Financial & Insurance Services, Inc. CRD 145855

$97.8M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2018 → Present
  Cpr Financial & Insurance Services, Inc.
  Frisco, TX
• 08/2015 → Present
  Iconnectgreen
  Tampa, FL
• 06/2017 → Present
  Independent Insurance Agent
  Savannah, TX

Other Businesses

Amy Hall has other business activities as an insurance agent, accountant, and tax preparer. Approximately 25% of her time is spent in these activities. From time to time she offers clients products and/or services from these activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-11