Douglas Christopher Hall
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2024 to now
- Doug Hall ConsultingSep 2023 to now
- United Planners Financial ServicesSep 2023 to now
- Independent Financial Group, LLCAug 2018 to Aug 2023
- Doug HallSep 2016 to Jun 2018
- United Planners' Financial Services of AmericaMay 2007 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 2577937
- Firm CRD
- 20804