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Terry Harland Hall

Investment adviser representative at Arax Advisory Partners
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

23 years in the industry.

  1. Arax Advisory PartnersDec 2016 to now
  2. Srs Capital Advisors, Inc.May 2016 to now
  3. Terry Hall & AssociatesMar 2003 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (CO).

Arax Advisory Partners

Legal name: Arax Advisory Partners, LLC

$26.5BAssets managed
15,662Clients
222Advisers
20 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
2567070
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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