Larry M. Hales

ADVISOR SHARE WEALTH MANAGEMENT

Gainesville, GA 30501

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CRD#: 1645300

Professional summary

Larry Mckinley Hales, who also goes by Mack Hales, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Gainesville, Georgia.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Larry has worked at 19 firms and has passed the Series 65, Series 63, Series 7, Series 62, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mack Hales

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Life Concepts, Inc.; Investment Related; 200 W Academy St N, Gainesville, GA 30501; Insurance Sales; Owner; Start date 12/1992; 160hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Mckinley Hales's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2025 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Office #1: 200 West Academy St, Gainesville, GA 30501

RIA

CRD#: 307997

Gainesville, GA

Past

October 18, 2024 - March 12, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Gainesville, GA

Past

April 24, 2023 - November 1, 2023

BEDROCK INVESTMENT ADVISORS

RIA

CRD#: 173131

Gainesville, GA

Past

September 8, 2021 - June 13, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Gainsville, GA

Past

March 7, 2019 - October 2, 2019

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Gainesville, GA

Past

August 29, 2018 - December 17, 2018

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Gainesville, GA

Past

October 17, 2017 - December 31, 2017

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Gainesville, GA

Past

December 4, 2013 - January 22, 2016

LIFE CONCEPTS INVESTMENT ADVISORS, LLC

RIA

CRD#: 169486

GAINESVILLE, GA

Past

June 6, 2013 - October 21, 2013

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

GAINESVILLE, GA

Past

February 1, 2012 - March 9, 2012

PRINCIPAL SECURITIES, INC.

CRD#: 1137

GAINESVILLE, GA

Past

January 28, 2010 - January 27, 2012

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

GAINESVILLE, GA

Past

February 17, 2009 - November 4, 2009

THOMAS GROUP CAPITAL

CRD#: 112901

GAINESVILLE, GA

Past

August 22, 2005 - July 21, 2006

PARKLAND SECURITIES, LLC

CRD#: 115368

GAINESVILLE, GA

Past

November 30, 2001 - February 28, 2002

THOMAS GROUP CAPITAL

CRD#: 112901

ATLANTA, GA

Past

March 31, 2000 - November 30, 2001

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

May 20, 1997 - March 16, 2000

LINDNER CAPITAL MANAGEMENT, INC.

CRD#: 42096

MARIETTA, GA

Past

August 21, 1995 - June 17, 1997

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

August 15, 1995 - September 1, 1995

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

December 12, 1994 - August 18, 1995

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

October 13, 1994 - December 13, 1994

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 20, 1987 - October 19, 1994

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

Past

August 20, 1987 - October 19, 1994

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(7/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/27/1995

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 5/31/1994

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 12/16/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/11/1995

General Securities Principal Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Larry M. Hales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Mckinley Hales's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

BEDROCK INVESTMENT ADVISORS

GRADIENT ADVISORS, LLC

WEALTH WATCH ADVISORS, INC

GRADIENT ADVISORS, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

LIFE CONCEPTS INVESTMENT ADVISORS, LLC

GRADIENT ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

THOMAS GROUP CAPITAL

PARKLAND SECURITIES, LLC

THOMAS GROUP CAPITAL

INVESTORS CAPITAL CORP.

LINDNER CAPITAL MANAGEMENT, INC.

ROBERT THOMAS SECURITIES, INC

1717 CAPITAL MANAGEMENT COMPANY

OSAIC FS, INC.

FSC SECURITIES CORPORATION

TRANSAMERICA SECURITIES SALES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2013

Series 63

Date: 9/17/1987

Series 7

Date: 6/27/1995

Series 62

Date: 5/31/1994

Series 22

Date: 12/16/1987

Series 6

Date: 8/18/1987

Series 24

Date: 9/11/1995

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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