Angela Marie Hall
Investment adviser representative at Note Advisors, LLC
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$437MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Note Advisors, LLCAug 2018 to now
- Gcw CapitalAug 2018 to now
- Jensen Marks Langer and VanceSep 2017 to now
- Sterling Investment Counsel, LLCApr 2018 to Dec 2018
- LPL Financial LLCFeb 2018 to May 2018
- Sii Invesments, Inc.Sep 2017 to Feb 2018
- Morgan StanleyMar 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Note Advisors, LLC
$437MAssets managed
542Clients
6Advisers
12 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
- 5484945
- Firm CRD
- 171466