Ronald Alan Hall
Investment adviser representative at Monarch Plan Advisors
19 yearsExperience
2 statesRegistered in
$792.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
19 years in the industry.
- Monarch Plan AdvisorsAug 2023 to now
- Ascensus Broker Dealer Services, LLCJul 2022 to Jul 2023
- Principal Life InsuranceFeb 2022 to Jul 2022
- Principal SecuritiesFeb 2022 to Jul 2022
- Wells FargoDec 2007 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Monarch Plan Advisors
$792.6MAssets managed
130Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2207786
- Firm CRD
- 286612