DH
Dillon D. Hall
REALTA INVESTMENT ADVISORS,
CHANDLER, AZ 85225
Some features on this profile are disabled
CRD#: 6463342
DH
Professional summary
Dillon Dee Hall is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Chandler, Arizona and REALTA EQUITIES, INC. located in Chandler, Arizona.
Dillon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Dillon has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) PERCH WEALTH; DBA; INVESTMENT RELATED; 1820 E RAY RD CHANDLER, AZ 85225; START: 4/2022; WWW.PERCHWEALTH.COM; VICE PRESIDENT - WORK WITH CLIENTS LOOKING FOR INVESTMENT RECOMMENDATIONS; FEES; 40+ HOURS PER WEEK DURING NORMAL TRADING HOURS. 2) DILLON HALL INSURANCE; NOT INVESTMENT RELATED; 1820 E RAY RD CHANDLER, AZ 85225; START: 10/2015; FIXED INSURANCE SALES; AGENT, COMMISSIONS; 0-1 HOURS PER WEEK NONE DURING NORMAL TRADING HOURS. 3) ESTATE PLANNING TEAM; INVESTMENT RELATED; 45110 CLUB DRIVE, STE B INDIAN WELLS, CA 92210; WWW.MYEPT.COM; EXPLAIN DEFERRED SALES TRUST TO INDIVIDUALS INTERESTED IN DEFERRING CAPITAL GAINS TAXES WITH THIS STRATEGY; COMPENSATION PERCENTAGE PAID IF MANAGE THE FUNDS IN DEFERRED SALES TRUST; 1-2 HOURS PER WEEK DURING NORMAL TRADING HOURS. 4)-REALTA INVESTMENT ADVISORS, INC.; INVESTMENT RELATED; 1201 N ORANGE STREET SUITE 729 WILMINGTON, DE 19801; START: 2/2025; WWW.REALTAWEALTH.COM; INVESTMENT ADVISORY SERVICES; INVESTMENT ADVISOR REPRESENTATIVE; FEES; 15 HOURS PER WEEK DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Dillon Dee 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®
NoneExperience
Current
March 4, 2025 - Present
REALTA INVESTMENT ADVISORS, INC
Office #1: 1820 E Ray Road, Chandler, AZ 85225RIA
CRD#: 134952
CHANDLER, AZ
Current
March 3, 2025 - Present
REALTA EQUITIES, INC.
Office #1: 1820 E Ray Road, Chandler, AZ 85225BD
CRD#: 23769
Chandler, AZ
Past
August 1, 2023 - March 28, 2025
ARKADIOS WEALTH ADVISORS
RIA
CRD#: 288863
Gilbert, AZ
Past
August 1, 2023 - March 28, 2025
ARKADIOS CAPITAL
BD
CRD#: 282710
ATLANTA, GA
Past
April 27, 2022 - October 13, 2023
EMERSON EQUITY LLC
RIA
CRD#: 130032
Chandler, AZ
Past
April 26, 2022 - October 13, 2023
EMERSON EQUITY LLC
BD
CRD#: 130032
Chandler, AZ
Past
May 20, 2020 - April 20, 2022
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
MESA, AZ
Past
May 7, 2020 - April 20, 2022
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
MESA, AZ
Past
August 11, 2017 - May 8, 2020
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
GILBERT, AZ
Past
August 11, 2017 - May 8, 2020
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
GILBERT, AZ
Past
June 22, 2017 - August 2, 2017
DFPG INVESTMENTS, LLC
RIA
CRD#: 155576
Gilbert, AZ
Past
May 12, 2015 - August 2, 2017
DFPG INVESTMENTS, LLC
BD
CRD#: 155576
Gilbert, AZ
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".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/3/2025)
RR
Arizona(3/3/2025)
IAR
Arizona(3/12/2025)
RR
California(3/3/2025)
IAR
California(3/4/2025)
RR
Colorado(3/3/2025)
RR
Connecticut(3/3/2025)
RR
Florida(3/3/2025)
RR
Hawaii(3/3/2025)
RR
Idaho(3/3/2025)
RR
Illinois(3/3/2025)
RR
Kansas(3/3/2025)
RR
Maryland(3/3/2025)
RR
Michigan(3/3/2025)
RR
Nevada(3/3/2025)
RR
New Jersey(3/3/2025)
RR
New Mexico(3/3/2025)
RR
New York(7/11/2025)
RR
North Carolina(3/3/2025)
RR
Oregon(11/4/2025)
RR
Pennsylvania(3/3/2025)
RR
South Dakota(3/3/2025)
RR
Texas(3/3/2025)
RR
Utah(3/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
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
REALTA INVESTMENT ADVISORS, INC
CRD#: 134952Chandler, AZ 85225TRUST BUT VERIFY
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