Benjamin Cecil Hall
Investment adviser representative at Elevate Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$385.5MFirm assets
13 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 fee
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.
- Elevate Wealth Advisory, Inc.May 2025 to now
- Evergreen Financial Solutions, LLCNov 2024 to now
- Ashton Woods HomesMay 2018 to Aug 2024
- WeyerhaeuserApr 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Elevate Wealth Advisory, Inc.
$385.5MAssets managed
635Clients
12Advisers
13 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
- 8165052
- Firm CRD
- 149713