BH
Brian A. Hall
CETERA INVESTMENT ADVISERS LLC
Jacksonville, FL
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CRD#: 7223727
BH
Professional summary
Brian Allen Hall, who also goes by Brian A Hall, Brian Hall, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Jacksonville, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian A Hall | Brian 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) LANDMARK PLC, CPA; Tax Director; CPA firm offering auditing, accounting, bookkeeping, general business consulting, tax consulting, tax planning, and tax preparation services; NIR; HRS 160; HRS 110; 11/15/2022; Fort Smith AR; As the Tax Director, I am responsible for overseeing/training staff and providing accounting, tax, tax planning, and business consulting for our clients. 2) ROTARY CLUB OF MANDARIN CHARITIES, INC; Treasurer; Is the charitable arm of our local Rotary Club. It presents checks to other local charitable organizations, recognizes Teacher of the Year, Policeman of the Year, etc. in our local community; NIR; HRS 2; HRS 0; 07/01/2019; Jacksonville FL; I review the accounting of our club's Secretary/bookkeeper, report financial information to the Board, and answer Board member questions. No bank access or check signing. 3) CECIL FIELD POW/MIA MEMORIAL, INC; Treasurer; Mission is to ensure a future that embraces, honors, educates and celebrates with respect to America's Prisoners of War and Missing in Action Service Members; NIR; HRS 3; HRS 2; 10/01/2019; Jacksonville FL; Oversight, answering question from and reviewing the work of the organization's bookkeeper and presenting financial information 4) LANDMARK FINANCIAL, LLC; Referring CPA; Assist clients in the pursuit of their financial goals in a tax-efficient manner that considers how each financial decision impacts their entire situation; IR; HRS 20; HRS 20; 11/15/2022; Fort Smith AR; Meet with clients, answer phone calls, answer questions, attend events, meet with other Avantax advisors, refer clients to other advisors for invstmt guidance 5) ROTARY CLUB OF MANDARIN, INC; Treasurer; Intended to build business relationships and provide local/regional/national/international service proj to those in need; NIR; HRS 8; HRS 0; 07/01/2019; Jacksonville FL; Review the work done by our club Secretary/Bookkeeper and presenting financial information to the Board during our monthly meetings. No bank access or check signing authority. 6) FINANCIAL SOLUTION ADVISORS CPA, PLLC; Manager; CPA firm offering services in acct, tax prep/planning, and business consulting; NIR; HRS 0; HRS 0; 11/15/2015; Jacksonville FL; No duties since 12/2022. As a partner of the firm, I was involved in company decision making, training of staff. 7) GC GIVES BACK, INC; Director; I am no longer associated with this entity or have any activity related to it and will be getting removed as a Director. GC Gives Back, Inc. is the charitable organization created by Financial Solution Advisors CPA, PLLC (f/k/a GunnChamberlain, P.L.) and is utilized to collect donations for and distribute funds to local charitable organizations; NIR; HRS 0; HRS 0; 09/21/2017; Jacksonville FL; No longer associated with this entity. I used to hold meetings with the other directors to determine which local organizations were going to receive charitable contributions. 8) GCTECHNOLOGY, LLC; Manager; GCTechnology, LLC is a single-member LLC wholly owned by Financial Solution Advisors CPA, PLLC and provided bookkeeping, outsourced CFO services, payroll tax prep, and technology/process consulting services to its clients; NIR; HRS 0; HRS 0; 06/16/2017; Jacksonville FL; I no longer have any duties or responsibilities related to this entity. While a manager, my duties included overseeing staff and projects, meeting with clients and prospects, answering questions via email or phone 9) BRIAN A. HALL, CPA, PLLC; Manager; Brian A. Hall, CPA, PLLC is a holding company for my previous ownership as a partner of Financial Solution Advisors, LLC (FSA). Although I have submitted my resignation as partner to FSA, there is a buy-out period of 5 years for my ownership shares, requiring me to keep this company open until the buy-out is complete; NIR; HRS 5; HRS 0; 01/01/2017; Jacksonville FL; This entity is simply a holding company form my previous ownership in Financial Solution Advisors, LLC and does not offer any services to the public.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Allen 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
September 7, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 3101 South 70th Street, Fort Smith, AR 72903RIA
CRD#: 105644
Jacksonville, FL
Past
January 27, 2023 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Fort Smith, AR
Past
April 7, 2022 - January 4, 2023
FINANCIAL INDEPENDENCE ADVISORS, LLC
RIA
CRD#: 317193
JACKSONVILLE, FL
Past
March 16, 2020 - October 4, 2022
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 120084
JACKSONVILLE, FL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arkansas(9/7/2025)
IAR
Florida(9/16/2025)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
