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DH

Dale K. Hall

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CRD#: 706704
DH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dale Keith Hall was a registered financial professional .

Dale is a previously registered financial professional and started their career in finance in 1980. Dale had worked at 7 firms and has passed the Series 63, Series 3, Series 5, Series 7, Series 1, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 29, 2010 - July 25, 2011

PACCO CAPITAL SOLUTIONS, LLC

BD
CRD#: 136645
GREELEY, CO
Past

September 21, 2005 - September 23, 2011

CAPWEST SECURITIES, INC.

BD
CRD#: 30002
GREELEY, CO
Past

June 12, 2003 - October 11, 2005

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past

November 2, 1988 - June 19, 2003

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

October 24, 1983 - November 25, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

March 10, 1981 - September 30, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 1, 1980 - May 1, 1981

WADDELL & REED

BD
CRD#: 866

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/22/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/28/1980
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 12/2/2007
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/2006
General Securities Principal Examination

Current Firm


PC
PACCO CAPITAL SOLUTIONS, LLC
PACCO CAPITAL SOLUTIONS, LLC

CRD#: 136645 / SEC#: , 8-67031

BD
Terminated by SEC on 07/25/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 04/04/2005
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NORMANDY CAPITAL GROUP, LLCOWNER
PRICE, EDWARD LOWRYPRESIDENT, CFO & FINOP1298103
ROSE, JEFFREY KEITHEXECUTIVE VICE PRESIDENT, CCO & AMLCO1008563

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


PACCO CAPITAL SOLUTIONS, LLC

CRD#: 136645

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