John N. Hall
LYNCHBURG WEALTH MANAGEMENT
Lynchburg, VA 24502
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CRD#: 6123589
Professional summary
John Norman Hall, CFP®, who also goes by John N. Hall, is a registered financial advisor currently at LYNCHBURG WEALTH MANAGEMENT located in Lynchburg, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Medical Professionals
Are you a "fiduciary"?
Yes
Aliases
John N. 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) 2013-Present: Independence Bedford LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(2) 2013-Present: Lovingston Main LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(3) 2013-Present: Homestead Investors LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//(4) 2013-Present: Monroe Development LLC/not investment related/Amherst, VA/real estate holding/minority, non-voting member/passive income/involves less than one percent time each month, typically after traditional business hours.//
CRS (Client Relationship Summary) - RIA
Click below to view John Norman 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®
CFP®
Start date: 2015
Experience
Current
July 5, 2016 - Present
LYNCHBURG WEALTH MANAGEMENT
Office #1: 1511 Enterprise Drive Second Floor, Lynchburg, VA 24502RIA
CRD#: 284344
Lynchburg, VA
Past
November 1, 2012 - July 5, 2016
MONTVUE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 116807
LYNCHBURG, VA
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
Texas(10/24/2017)
IAR
Virginia(7/5/2016)
Current Firm
LYNCHBURG WEALTH MANAGEMENT
LYNCHBURG WEALTH | LYNCHBURG WEALTH MANAGEMENT, LLC | LYNCHBURG WEALTH MANAGEMENT
CRD#: 284344 / SEC#:
Texas
Registered Investment Advisory firm - (10/23/2017 Conditional Restricted)Virginia
Registered Investment Advisory firm - (7/5/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1511 Enterprise Drive Second Floor, Lynchburg, VA 24502
Mailing Address
Post Office Box 4247, Lynchburg, VA 24502
Phone number
(434) 515-0380
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 57,403,920 |
Red Flags
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