Claudia Patricia Hall
Investment adviser representative at Capital Analysts
12 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Claudia Patricia Hall? Claim your profile
Contact this firm
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
12 years in the industry.
- Capital AnalystsMay 2020 to now
- Lincoln InvestmentMar 2020 to now
- Claudia GallegoNov 2014 to now
- Inspire Advisors, LLCFeb 2019 to Aug 2019
- Thrivent FinancialJun 2015 to Jan 2019
- Thrivent Investment Management Inc.Feb 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6401115
- Firm CRD
- 162200