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.
Credentials
Series 66
Experience Industry experience
22 years
Location
Alabaster, AL 35007
Cetera
Institution
Margaret Hall is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2015. Outside of her advisory work, she is involved in several community and nonprofit roles, including serving as chairperson of the board of trustees at University Baptist Church and participating as an advisory board member for the Boys and Girls Club of Central Alabama. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment approaches, managing over $256 billion in assets across more than 10,000 advisors.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Alabaster, AL
6869 Highway 119
Alabaster AL 35007
Advisors at this office
1
Alabama · Texas
22 years of industry experience
Cetera
2024 - Present • 2 years
Schaumburg, IL
Cetera Advisors LLC
2015 - Present • 11 years
Denver, CO
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
McCalla, AL
Let Bob Advisory, LLC
Anthony Buchanan is a financial advisor with Let Bob Advisory, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at AppSolutions, LLC, SunGuard, and BBVA Compass. Let Bob Advisory, LLC, operating as Bob Robo Adviser, provides algorithm-driven robo-advisory portfolio management primarily to credit unions and their individual members, as well as to individual clients. The firm delivers an internet-first, business-to-business service with a high client-to-advisor ratio and uses automated algorithms for investment allocation and rebalancing.
Series 66
Hoover, AL
TrueWealth Advisors, LLC
Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, TrueWealth Advisors, and Concourse Financial Group Securities, Inc. He is also Vice President of Benefit Planners, Inc., where he offers life, supplemental health, and annuity insurance products. Additionally, he serves as Treasurer on the board of Arrowhead Country Club. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $547 million in client assets through a team of 14 advisors and primarily uses strategic asset-allocation model portfolios constructed with ETFs and mutual funds, offering values-based and ESG investment options.
ChFC®, Series 63, Series 65
Hoover, AL
TrueWealth Advisors, LLC
Jerry Mcdonald is a financial advisor with TrueWealth Advisors, LLC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He also owns Jerry McDonald Financial Services LLC, where he provides financial planning and offers fixed and variable annuity products. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in assets. The firm employs strategic asset-allocation model portfolios primarily through ETFs and mutual funds, offers retirement plan consulting including ERISA fiduciary services, and provides values-based and ESG investment options.
CFP®, Series 66
Hoover, AL
TrueWealth Advisors, LLC
Daniel Jones Jr. is a CFP® with 20 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior experience includes roles at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and ProEquities, Inc. He is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC provides comprehensive investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in assets through a team of 14 advisors and employs strategic asset-allocation model portfolios including ETFs, mutual funds, and ESG options, alongside retirement plan consulting under ERISA fiduciary standards.
CFP®, Series 63, Series 65
Hoover, AL
TrueWealth Advisors, LLC
Gary Ely is a CFP® professional with 34 years of industry experience, currently affiliated with TrueWealth Advisors, LLC. His prior experience includes roles at Concourse Financial Group Securities Inc. and operating under the dba LEGACY PLANNING. TrueWealth Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $547 million in client assets across 14 advisors, employing strategic asset-allocation model portfolios using ETFs and mutual funds, with options for values-based and ESG investing.
Series 66
Pelham, AL
Axient Investment Advisors LLc
Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.
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