John Norman Hall

John N. Hall

LYNCHBURG WEALTH MANAGEMENT
Lynchburg, VA 24502
Some features on this profile are disabled
CRD#: 6123589
John Norman Hall

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.

Core Areas of Focus


Baby Boomers
Hourly
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Medical Professionals

Question & Answer


What are your service offerings?
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
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.
The advisor shows no other business activity.

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®

Experience


Current

July 5, 2016 - Present

LYNCHBURG WEALTH MANAGEMENT

Office #1: 1511 Enterprise Drive Second Floor, Lynchburg, VA 24502
RIA
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)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/2011
Uniform Investment Adviser Law Examination

Current Firm


LYNCHBURG WEALTH MANAGEMENT
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 Accounts273
AUM (Assets Under Management)$ 57,403,920

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


LYNCHBURG WEALTH MANAGEMENT

LYNCHBURG WEALTH MANAGEMENT

CRD#: 284344Lynchburg, VA 24502

TRUST BUT VERIFY

Monitor John Hall

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
AV
Anthony VenturiAdvisorCheck Check Mark
COLE WEALTH MANAGEMENT, LLC
PR
SCOTTSDALE, AZ
EM
Edgar ManjarrezAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Reno, NV
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.