AH
Andrew B. Hales
HALES TAX SOLUTIONS PLLC
GILBERT, AZ 85233
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CRD#: 7970756
AH
Professional summary
Andrew Brennan Hales is a registered financial advisor currently at HALES TAX SOLUTIONS PLLC located in Gilbert, Arizona.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm 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) HALES TAX SOLUTIONS PLLC - OWNER AND CPA. 12/2021 TO PRESENT. NOT INVESTMENT-RELATED. DUTIES INCLUDE OFFERING ACCOUNTING AND TAX SERVICES TO CLIENTS. 100% OF TIME IS SPENT ON THIS ACTIVITY UNTIL THE FIRM'S REGISTRATION AS AN INVESTMENT ADVISER IS ACCEPTED BY THE STATE OF ARIZONA. 1560 W. WARNER RD., #200, GILBERT, AZ 85233.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Brennan Hales'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
January 1, 2025 - Present
HALES TAX SOLUTIONS PLLC
Office #1: 1560 W. Warner Rd #200, Gilbert, AZ 85233RIA
CRD#: 331756
GILBERT, AZ
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
Arizona(1/1/2025)
Current Firm
HT
HALES TAX SOLUTIONS PLLC
HALES TAX SOLUTIONS PLLC
CRD#: 331756 / SEC#:
Arizona
Registered Investment Advisory firm - (1/1/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1560 W. Warner Rd #200, Gilbert, AZ 85233
Mailing Address
Phone number
(480) 923-6313
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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