George L. Hall
1808 CAPITAL PARTNERS | Managing Partner
GREENSBORO, NC 27408
Some features on this profile are disabled
CRD#: 5182368
Professional summary
George Linwood Hall II, who also goes by George L Hall II, George Linwood Hall Ii, is a registered financial advisor currently at 1808 CAPITAL PARTNERS located in Greensboro, North Carolina.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Philanthropic services
Trading individual securities
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
George L Hall Ii | George Linwood Hall Ii
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)Name of Business: 1808 Capital Partners Address: 5 Corporate Center Ct Ste 100, Greensboro, NC, 27408, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner/Branch Manager (2)Name of Business: Canterbury School Address: 5400 Old Lake Jeanette Rd., Greensboro, NC, 27455, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work alongside school's endowment committee and 3rd party investment advisor.
CRS (Client Relationship Summary) - RIA
Click below to view George Linwood Hall II'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®
NoneExperience
Current
November 1, 2024 - Present
1808 CAPITAL PARTNERS
Office #1: 5 Corporate Center Ct Suite 100, Greensboro, NC 27408RIA
CRD#: 332702
GREENSBORO, NC
Past
March 28, 2017 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
GREENSBORO, NC
Past
March 9, 2017 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Greensboro, NC
Past
October 4, 2006 - March 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GREENSBORO, NC
Past
September 18, 2006 - March 10, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GREENSBORO, NC
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".
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC
CRD#: 332702 / SEC#: 801-131397
RIA
Registered Investment Advisory firm - (10/31/2024 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.Highlighted states indicate IAR registrations
IAR
North Carolina(11/1/2024)
IAR
Texas(3/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC
CRD#: 332702 / SEC#: 801-131397
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5 Corporate Center Ct Suite 100, Greensboro, NC 27408
Mailing Address
Phone number
(336) 814-9800
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 995 |
| AUM (Assets Under Management) | $ 650,959,830 |
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
1808 CAPITAL PARTNERS
Managing PartnerCRD#: 332702Greensboro, NC 27408TRUST BUT VERIFY
Monitor George Hall
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
