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RH

Robin Alan Hall Mr.

CFP®
BRIDGEPORT FINANCIAL SOLUTIONS
Indianapolis, IN
·CRD# 2715046·30 years experience

Professional Summary

Robin Alan Hall MR., CFP®, who also goes by Robin A Hall, is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Indianapolis, Indiana. Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robin A Hall

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1997

Years of Experience

30 years in the financial services industry

Current & Past Employments

Current

BRIDGEPORT FINANCIAL SOLUTIONSCurrent·CRD# 325485
RIA
Indianapolis, IN
April 29, 2025 - Present

Past

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Past·CRD# 134139
RIA
Indianapolis, IN
January 27, 2006 - December 31, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Indianapolis, IN
January 27, 2006 - April 29, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
Indianapolis, IN
September 28, 2001 - January 27, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
RIA
Indianapolis, IN
October 18, 2000 - January 27, 2006
PRINCIPAL SECURITIES, INC.Past·CRD# 1137
BD
Des Moines, IA
April 26, 2002 - May 28, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
February 29, 2000 - October 26, 2001
NATCITY INVESTMENTS, INC.Past·CRD# 17490
BD
Cleveland, OH
October 14, 1997 - September 29, 1998
FIRST HEARTLAND CAPITAL, INC.Past·CRD# 32460
BD
Lake St. Louis, MO
March 5, 1996 - August 20, 1997

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Current Firm

BF
BRIDGEPORT FINANCIAL SOLUTIONS

BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630
RIA
Registered Investment Advisory firm - SEC (4/10/2023 Approved)

Contact Information

Main Address

2700 N Central Ave Suite 1200, Phoenix, AZ 85004

Phone Number

(877) 411-2737

# of Employees

9

SEC notice filing (44 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEPORT ADV 2A (8/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,755

AUM (Assets Under Management)

$1,046,399,893

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) PREMIER WEALTH ADVISORS, 8650 WILLIAMSHIRE W DR, INDIANAPOLIS, IN, 1/1995 AS OWNER/AGENT SELLING LIFE, DISABILITY, & HEALTH PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10 HR/MO - 10/TRADING. 2) ROBIN A HALL ATTORNEY AT LAW, 8650 WILLIAMSHIRE W. DR., INDIANAPOLIS, IN 46260. BEGAN 02/15/2010 AS OWNER OF PROVIDE ESTATE PLANNING SERVICES TO CLIENTS. NOT INVESTMENT RELATED. DEVOTES 10HR/YR, 0/TRADE. 3) ROBIN A. HALL, ATTORNEY AT LAW; NOT INVESTMENT RELATED; 8650 WILLIAMSHIRE WEST DR. INDIANAPOLIS, IN 46260; IRREVOCABLE LIFE INSURANCE TRUST SERVICES; OWNER; BEGAN 1/27/2006; <1 HOUR/YEAR, NONE DURING TRADING HOURS; ESTABLISHED THE FIRM SO I COULD OPEN AN ILOTA OR TRUST ACCOUNT THROUGH WHICH I COULD PAY THE LIFE INSURANCE PREMIUMS FOR CLIENTS FOR POLICIES OWNED BY ILIT'S AND OF WHICH I WILL BE THE TRUSTEE. THERE ARE APPROXIMATELY 8 TRUSTS I WILL PERFORM THIS FOR 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) COMMERCIAL LOAN CONSULTING, 8650 WILLIAMSHIRE W DR, INDIANAPOLIS, IN, 2/2013. NEGOTIATE TERMS AND CONDITIONS OF COMMERCIAL LOANS. NIR - 2 HR/WK - 2/TRADING. 6) REVOCABLE TRUST OF ROBIN A HALL, 1919 OLDE MIDDLE GULF ROAD, SANIBEL, FL, RENTAL PROPERTY OWNER, 11/21/20, 5/MO- 0/TRADING

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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".
BF
BRIDGEPORT FINANCIAL SOLUTIONS

BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS

CRD#: 325485 / SEC#: 801-127630
RIA
Registered Investment Advisory firm - SEC (4/10/2023 Approved)

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.
IAR
Indiana
(4/29/2025)
IAR
Texas
(4/29/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1996About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robin Alan Hall MR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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