Michael John Hall
Investment adviser representative at Core Wealth Partners LLC
6 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$393.2MFirm assets
Are you Michael John Hall? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Core Wealth Partners LLCMar 2021 to now
- Western International Securities, Inc.Aug 2021 to Aug 2022
- Linkenheimer LLPJan 2019 to Jan 2020
- Holden & Company LLPFeb 2016 to Dec 2018
- Holden Hall Wealth ManagementJan 2016 to Nov 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Core Wealth Partners LLC
$393.2MAssets managed
385Clients
5Advisers
4 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
- 2261130
- Firm CRD
- 322365