John Hall
Advisor at AMB Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AMB Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thomasville, GA 31792
Credentials
Series 63, Series 66
Industry experience
12 years
John Hall is a financial advisor with AMB Wealth, LLC in Thomasville, Georgia, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His work history includes positions at Allen, Mooney and Barnes Investment Advisors and Brokerage Services, Hallmark Wealth Strategies, Eagle Strategies (NY Life), and New York Life Insurance Company. Hall is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing client assets, which total approximately $1.07 billion.
Based on AMB Wealth, LLC
$25,000 - $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+: 0.50% $25,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $25,000 Minimum fee: Annual platform fee of $130 per advisory account, assessed quarterly, prorated at account opening Fee-only: Financial planning fees charged based on scope and complexity; fees invoiced and paid via check; specific amounts not stated
135 South Madison Street
Thomasville, GA 31792
Georgia · Iowa · Texas
Allen, Mooney and Barnes Investment Advisors
2022 - Present (4 years)
Allen, Mooney and Barnes Brokerage Services, LLC
2022 - Present (4 years)
Hallmark Wealth Strategies
2017 - 2022 (5 years)
Eagle Strategies (NY Life)
2015 - 2022 (7 years)
NEW YORK LIFE iNSURANCE COMPANY
2013 - 2022 (9 years)
NYLife Securities Llc
2013 - 2022 (9 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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