Paul Jeffrey Hall

Employer firm

Rather & Kittrell, Inc. CRD 114885

$2.25B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 02/2002 → 09/2020
  Securities Service Network, Inc.,
  Knoxville, TN
• 02/2002 → Present
  Rather & Kittrell, Inc.
  Knoxville, TN
• 09/2001 → 02/2022
  The Todd Greene Agency
  Knoxville, TN

Other Businesses

1. * Insurance Sales - 11905 Kingston Pike, Knoxville, TN 37934; 11/1999; Sole Proprietorship; Insurance Agent; Insurance Sales; Investment Related; <5 hrs/mo 2.* Tennessee Pension Administrators - 11909 Kingston Pike, Knoxville TN 37934; 01/2016; Investment Related; Retirement plan third-party administrator; Owner; LLC; 0 hrs/mo trading 3. * Lift Foundation - www.liftfoundation.info; 2010; NIR; Board Member; Non-Profit; 1 hr/mo non-trading 4.* Author - home address; 2014; NIR; Authored a book sold on Amazon (Title - Beyond the White Coat - Wealth Management for Physicians in Turbulent Times); Author; Sole Prop; 0 hrs/mo trading 5.* RK Holdings, Inc. - 11905 Kingston Pike, Knoxville TN 37934, 12/2016; NIR; Owner; Corp that owns R&K businesses; Private Corp; 0 hrs/mo trading

Exams

• S66 Uniform Combined State Law Examination
  1999-09-24

Designations

• Certified Financial Planner

Other Names

• Jeff Hall