Erica N. Hall

ERICA HALL WEALTH ADVISORS.

Southfield, MI 48075

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CRD#: 4426458

Professional summary

Erica Nicole Hall, who also goes by Erica Nicole Bolden, Erica Nicole Hall, is a registered financial advisor currently at ERICA HALL WEALTH ADVISORS, LLC. located in Southfield, Michigan.

Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Erica has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erica Nicole Bolden | Erica Nicole Hall

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. 03/06/09 / LLC / ERICA HALL AND ASSOCIATES, LLC. / ERICA HALL AND ASSOCIATES, LLC. AS RECOMMENDED BY TAX ACCOUNTANT FOR TAX REPORTING PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erica Nicole 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

July 2, 2010 - Present

ERICA HALL WEALTH ADVISORS, LLC.

Office #1: 2000 Town Center Drive Suite 1900, Southfield, MI 48075

RIA

CRD#: 152984

Southfield, MI

Past

August 26, 2005 - December 22, 2009

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 1, 2003 - September 30, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 28, 2003 - December 8, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

August 13, 2001 - December 2, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Michigan
(7/2/2010)

IAR

Texas
(6/10/2019)

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 66

Date: 8/17/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/10/2001

General Securities Representative Examination

Current Firm

ERICA HALL WEALTH ADVISORS, LLC.

EH WEALTH ADVISORS LLC | HALL, ERICA | ERICA HALL WEALTH ADVISORS, LLC. | ERICA HALL WEALTH ADVISORS, LLC

CRD#: 152984 / SEC#:

Michigan

Registered Investment Advisory firm - (4/29/2010 Approved)

Texas

Registered Investment Advisory firm - (6/10/2019 Conditional Restricted)

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Contact information

Main Address

2000 Town Center Drive Suite 1900, Southfield, MI 48075

Mailing Address

Phone number

(313) 393-8800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 12,323,206

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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Erica N. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erica Nicole Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

ERICA HALL WEALTH ADVISORS, LLC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VERAVEST INVESTMENTS, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2001

Series 7

Date: 8/10/2001

Current Firm

ERICA HALL WEALTH ADVISORS, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ERICA HALL WEALTH ADVISORS, LLC.

TRUST BUT VERIFY

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