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Austin Hall

Advisor at Ameriprise — Macon, GA Plantation Centre Drive

Updated today

Credentials

Series 66

Experience

1 year

Location

Macon, GA 31210

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Austin Hall is a financial advisor at Ameriprise in Macon, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Piedmont Capital Management and several other firms. Outside of his advisory role, he owns Back to the Basics 101, a bookkeeping services business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized advice and uses algorithmic tools overseen by a dedicated committee to generate recommendations.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Macon, GA Plantation Centre Drive

125 Plantation Centre Drive, Building 300 Suite A

Macon GA 31210

Advisors at this office

2

Most active in

Georgia

Work history

1 year of industry experience

Ameriprise

2024 - Present • 2 years

Macon, GA

Piedmont Capital Management

2023 - 2024 • 1 year

Macon, GA

AGN Business Solutions

2022 - 2023 • 1 year

Athens, GA

AccountingDepartment.com

2022 - 2022 • 1 year

Athens, GA

Oak and Pine

2021 - 2022 • 1 year

Athens, GA

Trail's End Camp

2021 - 2021 • 1 year

Beach Lake, PA

RDL Ag Services, LLC

2020 - 2021 • 1 year

Athens, GA

Seller Accountant

2020 - 2020 • 1 year

Athens, GA

Unemployed

2020 - 2020 • 1 year

Athens, GA

Oconee State Bank

2017 - 2020 • 3 years

Athens, GA

Bethlehem Christian Academy

2014 - 2016 • 2 years

Bethlehem, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob B

Series 63, Series 66

Forsyth, GA

Binnerinvestments

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Britian B

Series 65, Series 66

Macon, GA

Bickley Investments, LLC

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Passive / index investing General retirement planning
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Delmas W

Series 65

Macon, GA

Wilson Wealth Stewardship

Delmas Wilson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Wilson Wealth Stewardship since 2018 and previously spent nine years at Christy Capital Management. Wilson is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship provides advisory and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $58.9 million for about 155 clients, typically implementing portfolios through platform-approved sub-advisers and co-advisors while monitoring performance and offering tailored advice.

College savings (529s, UTMA, etc.)
user avatar

Todd G

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Passive / index investing Active portfolio management
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Lucinda D

Series 63, Series 65

Macon, GA

CFS Wealth Management

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

General retirement planning Wealth management
user avatar

Randall N

Series 63, Series 65

Macon, GA

Smith, Brown & Groover, Inc.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.

Annuities
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