Michael J. Hall
Professional summary
Michael John Hall, CFP®, who also goes by Michael John Hall, Michael J Hall, is a registered financial advisor currently at CORE WEALTH PARTNERS LLC located in Santa Rosa, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 31 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Hall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
September 28, 2022 - Present
CORE WEALTH PARTNERS LLC
Office #1: 576 B. Street, Suite 2g, Santa Rosa, CA 94501August 3, 2021 - August 5, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
May 27, 2016 - December 31, 2022
HOLDEN HALL WEALTH MANAGEMENT
December 10, 2014 - December 15, 2014
KMS FINANCIAL SERVICES, INC.
December 2, 2014 - December 15, 2014
KMS FINANCIAL SERVICES, INC.
June 13, 2013 - January 26, 2016
MCM WEALTH
August 20, 2012 - December 31, 2012
GBS FINANCIAL CORP.
February 27, 2012 - December 31, 2012
GBS FINANCIAL CORP.
January 5, 2012 - February 22, 2012
QUEST CAPITAL STRATEGIES, INC.
April 1, 1996 - June 20, 2000
MORGAN STANLEY DW INC.
August 3, 1995 - February 21, 1996
SUNAMERICA SECURITIES, INC.
August 24, 1992 - December 20, 1994
QUEST CAPITAL STRATEGIES, INC.
Primary Firm SEC Registration
CORE WEALTH PARTNERS LLC
CRD#: 322365 / SEC#: 801-126601
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/28/2022)
Exams
Current Firm
CORE WEALTH PARTNERS LLC
CRD#: 322365 / SEC#: 801-126601
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 840 |
| AUM (Assets Under Management) | $ 393,227,585 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CORE WEALTH PARTNERS LLC
CRD#: 322365Santa Rosa, CA 94501TRUST BUT VERIFY
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