Kylee Erin Hall
Investment adviser representative at Trueplan Benefit and Retirement Advisors
16 yearsExperience
2 statesRegistered in
$5.1BFirm assets
19 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.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Healthcare Community Securities Corp.Apr 2024 to now
- Adp Broker-dealer, Inc.Oct 2023 to Apr 2024
- Adp, Inc.Oct 2023 to Apr 2024
- Global Retirement Partners, LLCJan 2020 to Oct 2023
- LPL Financial, LLCJan 2020 to Oct 2023
- SsrbaJan 2020 to Oct 2023
- Principal Securities, Inc.Nov 2017 to Jan 2020
- Principal Life Insurance CompanyNov 2017 to Dec 2019
- Global Retirement Partners, LLCApr 2015 to Oct 2017
- LPL Financial LLCNov 2010 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 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
- 5155508
- Firm CRD
- 36026