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Keith David Hall

PACIFIC OAK CAPITAL ADVISORS, LLC·LOS ANGELES, California
Clean recordPACIFIC OAK CAPITAL ADVISORS, LLC
11766 WILSHIRE BLVD., LOS ANGELES, CA 90025CRD# 1510575Firm CRD# 299177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith David Hall · LOS ANGELES, CA
Registration
CRD #1510575 · PACIFIC OAK CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Keith David Hall is a registered financial advisor based in LOS ANGELES, California, affiliated with PACIFIC OAK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PACIFIC OAK CAPITAL ADVISORS, LLC
PACIFIC OAK CAPITAL ADVISORS, LLC
AUM
$3.5B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at PACIFIC OAK CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION AND DISPOSITION FEES
Regulatory
SEC/IARD CRD# 1510575
Firm CRD# 299177
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith David Hall offer?
Keith David Hall specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Keith David Hall's credentials?
Keith David Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith David Hall located?
Keith David Hall is based in LOS ANGELES, California, working with PACIFIC OAK CAPITAL ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Keith David Hall charge for services?
Keith David Hall's firm is compensated through percentage of aum, performance-based fees, other: acquisition and disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC OAK CAPITAL ADVISORS, LLC?
PACIFIC OAK CAPITAL ADVISORS, LLC has approximately 15 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC OAK CAPITAL ADVISORS, LLC

Hans Dieter Henselman
LOS ANGELES, CA
Matthew Mai
LOS ANGELES, CA
Michael Bender
LOS ANGELES, CA

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Research
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