AH
Andrew M. Hall
VIRTUS FINANCIAL GROUP
Olivette, MO 63132
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CRD#: 6835101
AH
Professional summary
Andrew Mitchell Hall is a registered financial advisor currently at VIRTUS FINANCIAL GROUP located in Olivette, Missouri.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 3 firms and has passed the Series 65 exam.
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) Fleur-De-Lis Financial; Investment-related; 9378 Olive Blvd, St. Louis, MO 63139; Insurance Agency; Owner; 09/2019; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Life insurance and annuity sales. 2) Andrew Hall; non-Investment-related; 9378 Olive Blvd, St. Louis, MO 63139; Insurance sales; Licensed Insurance Agent; 09/2014; Approx. 40 hours/month as Owner of Fleur-De-Lis Financial; Approx. 40 hours/month during trading hours as Owner of Fleru-De-Lis Financial; Insurance services. 3) Director & Non-Profit Volunteer; The Institution for Financial Education; Investment Related: No; Location: 9378 Olive Blvd, Ste 102, St Louis, Mo 63132; Description of the business: Non-Profit organization that specializes in financial education.; Responsibilities Duties: I speak at various libraries, federal/local government agencies, and private companies on financial literacy.; Start date with business: 2013-08-31; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 4) CPA / Tax Preparation; non-investment-related; same address. Less than 5% of time.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Mitchell 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
February 10, 2022 - Present
VIRTUS FINANCIAL GROUP
Office #1: 9378 Olive Blvd Suite 102, Olivette, MO 63132RIA
CRD#: 317832
Olivette, MO
Past
September 25, 2020 - March 1, 2022
SIMPLICITY WEALTH
RIA
CRD#: 300572
Olivette, MO
Past
July 18, 2017 - December 31, 2018
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
St Louis, MO
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
Illinois(3/13/2023)
IAR
Louisiana(3/10/2023)
IAR
Missouri(2/10/2022)
IAR
Texas(3/13/2023)
Current Firm
VF
VIRTUS FINANCIAL GROUP
VIRTUS FINANCIAL GROUP | VIRTUS WEALTH MANAGEMENT, LLC | VIRTUS WEALTH MANAGEMENT LLC
CRD#: 317832 / SEC#: 801-123004
RIA
Registered Investment Advisory firm - (10/10/2023 Terminated)Illinois
Registered Investment Advisory firm - (10/10/2023 Approved)Louisiana
Registered Investment Advisory firm - (3/10/2023 Approved)Missouri
Registered Investment Advisory firm - (3/8/2023 Approved)Texas
Registered Investment Advisory firm - (3/9/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9378 Olive Blvd Suite 102, Olivette, MO 63132
Mailing Address
Phone number
(314) 395-6133
Established
Firm type
Fiscal year end
# of Employees
14
Regulatory assets under management
| Total Number of Accounts | 170 |
| AUM (Assets Under Management) | $ 70,100,911 |
Red Flags
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Company Information
VIRTUS FINANCIAL GROUP
CRD#: 317832Olivette, MO 63132TRUST BUT VERIFY
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