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LH

Lauren D. Hall

PIN OAK INVESTMENT ADVISORS
HOUSTON, TX 77057
Some features on this profile are disabled
CRD#: 8033103
LH
Lauren Danielle Isola Rogge HallPIN OAK INVESTMENT ADVISORS

Professional summary

Lauren Danielle Isola Rogge Hall, who also goes by Lauren Hall, Lauren Danielle Isola Rogge, is a registered financial advisor currently at PIN OAK INVESTMENT ADVISORS INC located in Houston, Texas.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lauren has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Lauren Hall | Lauren Danielle Isola Rogge

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) - RIA

Click below to view Lauren Danielle Isola Rogge Hall's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 4, 2025 - Present

PIN OAK INVESTMENT ADVISORS INC

Office #1: 510 Bering Drive Ste 100, Houston, TX 77057
RIA
CRD#: 105550
HOUSTON, TX

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".
PO
PIN OAK INVESTMENT ADVISORS INC
PIN OAK INVESTMENT ADVISORS | PIN OAK INVESTMENT ADVISORS INC

CRD#: 105550 / SEC#: 801-35858

RIA
Registered Investment Advisory firm - (1/12/1990 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
Texas
(2/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2024
Uniform Investment Adviser Law Examination

Current Firm

PO
PIN OAK INVESTMENT ADVISORS INC
PIN OAK INVESTMENT ADVISORS | PIN OAK INVESTMENT ADVISORS INC

CRD#: 105550 / SEC#: 801-35858

RIA
Registered Investment Advisory firm - (1/12/1990 Approved)
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Contact information

Main Address
510 Bering Drive Ste 100, Houston, TX 77057
Mailing Address
Phone number
(713) 871-8300
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PIN OAK ADVISORS, INC. ADV PART 2 (4/2/2025)

Regulatory assets under management

Total Number of Accounts336
AUM (Assets Under Management)$ 671,937,578

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

PIN OAK INVESTMENT ADVISORS INC

CRD#: 105550Houston, TX 77057

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