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Credentials
Series 66
Experience Industry experience
26 years
Location
Cranfills Gap, TX
STIFEL
Institution
Daniel Hall is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Hall serves on the boards of Legacy Christian Academy and The Foundation of Southeast Texas, participating in educational oversight and nonprofit investment committee activities. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.
Based on STIFEL
Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees
Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000
Cranfills Gap, TX
Cranfills Gap TX
Advisors at this office
2
Texas
26 years of industry experience
STIFEL
2023 - Present • 3 years
Beaumont, TX
Bank Of America,Na
2009 - 2023 • 14 years
Beaumont, TX
Merrill
1999 - 2023 • 24 years
Beaumont, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Clifton, TX
Edward Jones
Kenneth Mills is a Series 66 certified financial advisor with Edward Jones, where he has worked since 2010, bringing 15 years of industry experience. He is based in Clifton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.
Series 63, Series 65
Cranfills Gap, TX
STIFEL
Montford Turley is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, Turley manages Hidden Water Ranch, LLC, a ranch property business in Texas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.
PFS™, Series 63
Clifton, TX
Cetera
John Stovall is a financial advisor at Cetera with 40 years of industry experience. He holds the PFS™ and Series 63 designations and has prior experience with Avantax Advisory Services and several fiduciary and accounting roles. Stovall is also active as a trustee for multiple irrevocable trusts and serves as treasurer for local organizations including the Irving Police Foundation and Rotary International Bosque County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and retirement services, supporting a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.
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