James Everett Hall
Investment adviser representative at Cary Street Partners
13 yearsExperience
9 statesRegistered in
$10.3BFirm assets
21 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 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
13 years in the industry.
- Cary Street PartnersAug 2022 to now
- Cary Street Partners Investment AdvisoryJul 2022 to now
- Dixon, Hubard, Feinour & Brown, Inc.Jan 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 9 states (AL, CO, MD, NC, NY, PA, SC, VA, WV).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 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
- 2897334
- Firm CRD
- 128545