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Margaret H

Series 66

Alabaster, AL

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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