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Sandra Faith Hall

FAITH FINANCIAL ADVISORS
Loveland, OH 45140-8320
Some features on this profile are disabled
CRD#: 2122983
SH

Professional summary


Sandra Faith Hall, who also goes by Sandra Faith Coyle, Sandr Faith Hall, Sandra Faith Hall, Sandra Faith Hallrymer, is a registered financial advisor currently at FAITH FINANCIAL ADVISORS, INC. located in Loveland, Ohio and OSAIC WEALTH, INC. located in Loveland, Ohio.

Sandra Faith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Sandra Faith has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Sandra Faith Coyle | Sandr Faith Hall | Sandra Faith Hall | Sandra Faith Hallrymer

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) FAITH FINANCIAL ADVISORS, INC. POSITION: President, Chief Compliance Officer, Financial Advisor NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/02/2013 ADDRESS: 6281 Tri-Ridge Blvd., Suite 130, Loveland OH 45140, United States DESCRIPTION: Provide Investment advice to clients on a fee basis. Manage the day to day operations and oversee the compliance for Faith Financial Advisors, Inc. 2) SANDRA FAITH HALL REVOCABLE TRUST AGREEMENT POSITION: Trustee NATURE: Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2009 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: To be trustee for any assets that are titled to the trust 3) JENNIFER ALVIS GENERAL POWER OF ATTORNEY POSITION: Attorney in fact NATURE: General Power of Attorney for my sister INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2020 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: Should she be unable to manage her finances I would step in to do this for her 4) FAITH FINANCIAL ADVISORS, INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 07/29/2004 ADDRESS: 6281 Tri-Ridge Boulevard, Suite 130, Loveland OH 45140, United States DESCRIPTION: selling insurance products 5) MATTHEW E. HALL GENERAL POWER OF ATTORNEY POSITION: POA NATURE: I am general power of attorney for my son Matthew E. Hall INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/22/2015 ADDRESS: 6576 Lisa Lane, Cincinnati OH 45243, United States DESCRIPTION: General Power of Attorney

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Sandra Faith Hall's 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

August 2, 2013 - Present

FAITH FINANCIAL ADVISORS, INC.

Office #1: 6281 Tri-ridge Boulevard Suite 130, Loveland, OH 45140-8320
RIA
CRD#: 167822
Loveland, OH
Current

July 30, 2004 - Present

OSAIC WEALTH, INC.

Office #1: 6281 Tri-ridge Blvd. Suite 130, Loveland, OH 45140
RIA
BD
CRD#: 23131
Loveland, OH
Past

August 3, 2004 - September 17, 2013

SIMPLY MONEY ADVISORS

RIA
CRD#: 106619
CINCINNATI, OH
Past

January 4, 2002 - August 9, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 1, 2000 - August 9, 2004

OSAIC FA, INC.

RIA
CRD#: 3978
CINCINNATI, OH
Past

February 5, 1999 - August 9, 2004

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

April 27, 1994 - January 12, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 8, 1994 - April 25, 1994

R. H. YORK & COMPANY, INC.

BD
CRD#: 30099
COVINGTON, KY
Past

October 28, 1992 - March 22, 1994

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 1, 1992 - October 30, 1992

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/3/2023)
RR
Colorado
(5/1/2025)
RR
Florida
(7/30/2004)
RR
Georgia
(6/23/2016)
RR
Illinois
(3/25/2022)
RR
Indiana
(7/30/2004)
IAR
Indiana
(6/10/2019)
RR
Kentucky
(7/30/2004)
IAR
Kentucky
(8/21/2013)
RR
Michigan
(11/7/2024)
RR
Minnesota
(7/30/2004)
RR
Mississippi
(9/24/2025)
RR
Montana
(8/3/2023)
RR
New Jersey
(7/30/2004)
RR
New Mexico
(1/30/2025)
RR
North Carolina
(12/6/2023)
RR
Ohio
(7/30/2004)
IAR
Ohio
(8/2/2013)
RR
Pennsylvania
(7/20/2018)
RR
South Carolina
(3/5/2024)
RR
Tennessee
(2/1/2018)
RR
Texas
(7/20/2020)
IAR
Texas
(10/21/2020)
RR
Utah
(6/23/2015)
RR
Washington
(8/29/2024)
RR
Wisconsin
(9/18/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/20/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/15/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FF
FAITH FINANCIAL ADVISORS, INC.
FAITH FINANCIAL ADVISORS, INC. | FAITH FINANCIAL ADVISORS, LLC

CRD#: 167822 / SEC#:

Indiana
Registered Investment Advisory firm - (6/10/2019 Approved)
Kentucky
Registered Investment Advisory firm - (8/20/2013 Approved)
Ohio
Registered Investment Advisory firm - (8/1/2013 Approved)
Texas
Registered Investment Advisory firm - (10/21/2020 Conditional Restricted)
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Contact information


Main Address
6281 Tri-ridge Boulevard Suite 130, Loveland, OH 45140-8320
Mailing Address
Phone number
(513) 644-3238
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts587
AUM (Assets Under Management)$ 77,058,906

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.

Company Information


FAITH FINANCIAL ADVISORS, INC.

CRD#: 167822Loveland, OH 45140-8320

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Contact information


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