Hall Wealth Management

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

110 S Main St Ste 203, Broken Arrow, Okl...

Phone Number

(918) 998-3430

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Hall Wealth Management

Hall Wealth Management LLC is an independent wealth management firm based in Broken Arrow, Oklahoma, serving clients across multiple states. The firm specializes in comprehensive financial planning, portfolio management, retirement and estate planning, and various investment services. With over 15 years of experience, they focus on helping clients enhance financial security and reduce risk through personalized investment strategies. Their services include investment advisory, retirement planning, and estate planning, ensuring clients receive tailored advice to meet their financial goals.Explore more
Hall Wealth Management's Social MediaPopular SearchesHall Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Hall Wealth Management Org Chart

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KH
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hall Wealth Management

<$5M
11-50
Private
-
-
KH
Kevin HallFinancial Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Hall Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Hall Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hall Wealth Management.

Hall Wealth Management Tech Stack

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Frequently Asked Questions Regarding Hall Wealth Management

What is Hall Wealth Management's official website?
Hall Wealth Management's official website is www.hallwealthadvisors.com
What is Hall Wealth Management's Revenue?
Hall Wealth Management's revenue is <$5 Million
What is Hall Wealth Management's SIC code?
Hall Wealth Management's SIC: 62,628
What is Hall Wealth Management's NAICS code?
Hall Wealth Management's NAICS: 52,523
How many employees does Hall Wealth Management have?
Hall Wealth Management has 11-50 employees
What industry does Hall Wealth Management belong to?
Hall Wealth Management is in the industry of: Finance, Securities Trading
What is Hall Wealth Management competition?
Hall Wealth Management top competitors include: Ratcliff Financial Services, Stabler Wealth Management, Sterling Total Wealth Solutions, Refined Wealth Management
What technology does Hall Wealth Management use?
Some of the popular technologies that Hall Wealth Management uses are: Google Global Site Tag
How do I contact Hall Wealth Management?
Hall Wealth Management contact info: Phone number: (918) 998-3430 Website: www.hallwealthadvisors.com
What does Hall Wealth Management do?

Hall Wealth Management LLC is an independent wealth management firm based in Broken Arrow, Oklahoma, serving clients across multiple states. The firm specializes in comprehensive financial planning, portfolio management, retirement and estate planning, and various investment services. With over 15 years of experience, they focus on helping clients... enhance financial security and reduce risk through personalized investment strategies. Their services include investment advisory, retirement planning, and estate planning, ensuring clients receive tailored advice to meet their financial goals.Read More

What are Hall Wealth Management social media links?
Hall Wealth Management Facebook page
Is Hall Wealth Management a public company?
Hall Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Hall Wealth Management

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