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JH

Johnnie W. Hall

VESTWYZE
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 4874294
JH

Professional summary


Johnnie Willie Hall III, who also goes by John Hall, Johnnie Willie Hall, is a registered financial advisor currently at VESTWYZE, LLC located in Atlanta, Georgia.

Johnnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Johnnie has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Hall | Johnnie Willie 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)INDEPENDENT INSURANCE AGENT;YES;250 INTERNATIONAL PKWY STE 134 HEATHROW FL 32746;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;04/13/2011;40;2;SALES OF FIXED INSURANCE 2)HALL, GOODMAN, & ASSOCIATES,YES; 250 INTERNATIONAL PARKWAY,SUITE 134,HEATHROW, FL,32746; FINANCIAL SERVICES/DBA; OWNER/INVESTMENT ADVISOR; 07/12/2014; 160/8; SELL & SERVICE lIFE & HEALTH INSURANCE,FIXED AND INDEX ANNUITIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Johnnie Willie Hall III'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

October 25, 2017 - Present

VESTWYZE, LLC

Office #1: Five Concourse Parkway Suite 3000, Atlanta, GA 30328Office #2: 618 E. South Street Suite 500, Orlando, FL 32801
RIA
CRD#: 289127
Atlanta, GA
Past

September 22, 2011 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
DAYTONA BEACH, FL
Past

April 15, 2011 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DAYTONA BEACH, FL
Past

February 9, 2009 - April 8, 2010

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
ORLANDO, FL
Past

January 27, 2009 - April 8, 2010

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
ORLANDO, FL
Past

January 9, 2007 - July 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ORLANDO, FL
Past

August 14, 2006 - July 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ORLANDO, FL
Past

December 16, 2004 - July 26, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ORLANDO, FL

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
Florida
(10/25/2017)
IAR
Georgia
(6/25/2021)
IAR
Texas
(11/9/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VL
VESTWYZE, LLC
HGA CAPITAL MANAGEMENT | VESTWYZE, LLC | HGA CAPITAL MANAGEMENT, LLC

CRD#: 289127 / SEC#:

Florida
Registered Investment Advisory firm - (10/25/2017 Approved)
Georgia
Registered Investment Advisory firm - (6/25/2021 Approved)
Texas
Registered Investment Advisory firm - (6/3/2021 Conditional Restricted)
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Contact information


Main Address
618 E. South Street Suite 500, Orlando, FL 32801
Mailing Address
Phone number
(407) 537-9427
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts114
AUM (Assets Under Management)$ 7,532,678

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


VESTWYZE, LLC

CRD#: 289127Atlanta, GA 30328

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