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Diane Louise Hall

Advisor at Gateway Financial Advisors Texas, LLC — Lampasas, TX Fm 581 E

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Lampasas, TX 76650

Gateway Financial Advisors Texas, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

51 Typical

Avg AUM per client

$342,970 Low

HNW client ratio

7% Very Low

About

Diane Hall is a financial advisor with Gateway Financial Advisors Texas, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Smarter Financial Solutions. Outside of advising, she manages an equine business and holds the Certified Divorce Financial Analyst designation, providing specialized divorce planning services. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with clients’ goals and risk tolerance, offering regular reviews and ongoing monitoring.

Client services

Based on Gateway Financial Advisors Texas, LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Gateway Financial Advisors Texas, LLC

Divorce financial planning Cash flow / budgeting General tax planning

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Fee options

Percentage

$250,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable

Commissions

Insurance product commissions are earned by Diane Hall separately from advisory fees

Other

Account minimum: $250,000 Fee-only: Ongoing Comprehensive Financial Planning: $100.00 per month, Initial comprehensive plan fee: $500 (may be reduced or waived)

Location

See office

Lampasas, TX Fm 581 E

19261 Fm 581 E

Lampasas TX 76650

Advisors at this office

1

Most active in

Texas

Work history

31 years of industry experience

ATO Capital Global Corp

2025 - Present • 1 year

Princeton, NJ

Cambridge Investment Research, Inc.

2022 - Present • 4 years

Fairfield, IA

Gateway Financial Advisors Texas, LLC

2022 - Present • 4 years

Lampasas, TX

Smarter Financial Solutions

2021 - 2022 • 1 year

Phoenix, AZ

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2012 - 2021 • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2012 - 2021 • 9 years

Fairfield, IA

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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