Andrei Hall, Cfp®, Crpc®,

Andrei Hall, Cfp®, Crpc®, Email and Phone Number

America's Retirement Asset Distribution Professional @ Hall Wealth Management
Andrei Hall, Cfp®, Crpc®,'s Location
Irvine, California, United States, United States
Andrei Hall, Cfp®, Crpc®,'s Contact Details
About Andrei Hall, Cfp®, Crpc®,

As President of Hall Wealth Management Group, I oversee wealth management for Professionals, Business Owners and Retirees. I specialize in providing creative strategies and financial advice in areas of Estate Planning, Retirement Planning, Business Succession Planning and investment portfolio design. I take great pleasure in working closely with my clients assisting them in making informative decisions about their futures.I am a member of Ed Slott’s IRA Advisor Group℠. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals.I am a Registered Principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section.I have a distinct combination of capabilities in developing business strategies. I have personal experience in executive level compensation plans, i.e. Stock Options, Restricted Stock, and Deferred Compensation. These dynamic experiences help enable my firm to provide sophisticated planning and investment strategies to individuals, families and companies, from design through implementation on a comprehensive and independent platform.Specialties: Holds the designation as a CERTIFIED FINANCIAL PLANNER (TM) as well as a Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning). I hold Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states.

Andrei Hall, Cfp®, Crpc®,'s Current Company Details
Hall Wealth Management

Hall Wealth Management

View
America's Retirement Asset Distribution Professional
Andrei Hall, Cfp®, Crpc®, Work Experience Details
  • Hall Wealth Management
    President
    Hall Wealth Management May 2007 - Present
    As President of Hall Wealth Management Group, I oversee wealth management for Professionals, Business Owners and Retirees. I specialize in providing creative strategies and financial advice in areas of Estate Planning, Retirement Planning, Business Succession Planning and investment portfolio design. I take great pleasure in working closely with my clients assisting them in making informative decisions about their futures.I am a member of Ed Slott’s IRA Advisor Group℠. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, we have access to training modules, bi-annual workshops, and regular webinars to further our knowledge, and better serve our clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals.Specialties: Holds the designation as a CERTIFIED FINANCIAL PLANNER (TM) as well as a Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning). I hold Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states.I am a Registered Principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above.For a list of states in which I am registered to do business, please visit www.hwmg-lpl.com.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
    View
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Nov 2004 - May 2007
    Minneapolis, Mn, Us
    Provided a focused comprehensive apporach to creating financial strategies for individuals and small/medim-sized businesses.Develop customized investment strategies, assist clients to manage tax liabilities and provide clients with strategies to effectively protect and enhance wealth.
    View
  • Printronix
    Senior Vice President, Sales & Marketing
    Printronix Jan 2002 - Sep 2003
    Irvine, California, Us
    Accountable for global sales and marketing generating $140 million in annual revenues with 50% from domestic markets and 50% from EMEA and Asia. Direct line accountability for 150 employees worldwide. Managed global marketing functions including internet marketing, public relations and product marketing.
    View
  • Xerox Corporation
    Vice President
    Xerox Corporation Jan 1973 - Dec 2001
    Norwalk, Connecticut, Us
    Experience includes twenty-nine years at Xerox Corporation where I held senior positions in Marketing, Sales and General Management. My most recent role at Xerox as Vice President, eMarketing, I developed and implemented on-line marketing, branding and advertising strategies to drive revenue growth for both on-line sales and partner sales. I also served as Vice President/General Manager of the certified Pre-owned Business Unit, Vice President/General Manager of the Departmental Copier Business team and numerous senior field/sales management positions which included Channel Sales and Marketing.
    View

Andrei Hall, Cfp®, Crpc®, Skills

Wealth Management Estate Planning Retirement Planning Business Planning Small Business Securities Investments Investment Strategies Investment Advisory Mutual Funds Financial Planning Portfolio Management Employee Benefits Long Term Care Insurance

Andrei Hall, Cfp®, Crpc®, Education Details

  • California State University, Los Angeles
    California State University, Los Angeles
    Business Administration

Frequently Asked Questions about Andrei Hall, Cfp®, Crpc®,

What company does Andrei Hall, Cfp®, Crpc®, work for?

Andrei Hall, Cfp®, Crpc®, works for Hall Wealth Management

What is Andrei Hall, Cfp®, Crpc®,'s role at the current company?

Andrei Hall, Cfp®, Crpc®,'s current role is America's Retirement Asset Distribution Professional.

What is Andrei Hall, Cfp®, Crpc®,'s email address?

Andrei Hall, Cfp®, Crpc®,'s email address is an****@****lpl.com

What is Andrei Hall, Cfp®, Crpc®,'s direct phone number?

Andrei Hall, Cfp®, Crpc®,'s direct phone number is +194986*****

What schools did Andrei Hall, Cfp®, Crpc®, attend?

Andrei Hall, Cfp®, Crpc®, attended California State University, Los Angeles.

What skills is Andrei Hall, Cfp®, Crpc®, known for?

Andrei Hall, Cfp®, Crpc®, has skills like Wealth Management, Estate Planning, Retirement Planning, Business Planning, Small Business, Securities, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Financial Planning, Portfolio Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.