Unclaimed Profile

Michael John Hall

CORE WEALTH PARTNERS LLC·SANTA ROSA, California

SIE, Series 6, Series 7, Series 31, Series 63, Series 65Clean record13 years registeredCORE WEALTH PARTNERS LLC

576 B STREET, SANTA ROSA, CA 95401CRD# 2261130Firm CRD# 322365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Hall · SANTA ROSA, CA

Registration

CRD #2261130 · CORE WEALTH PARTNERS LLC · 13 years registered

Brand Profile

Not yet started

Career History

CORE WEALTH PARTNERS LLC

Sep 2022 – present

WESTERN INTERNATIONAL SECURITIES

Aug 2021 – Aug 2022

Santa Rosa, CA

HOLDEN HALL WEALTH MANAGEMENT

May 2016 – Dec 2022

Santa Rosa, CA

KMS FINANCIAL SERVICES, INC

Dec 2014 – Dec 2014

SEATTLE, WA

MARIN CAPITAL MANAGEMENT

Jun 2013 – Jan 2016

NOVATO, CA

GBS FINANCIAL CORP.

Aug 2012 – Dec 2012

SANTA ROSA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORE WEALTH PARTNERS LLC

CRD 322365 · SEC 801-126601

AUM

$284M

Regulatory assets under management

Employees

748 client accounts

Services offered by CORE WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORE WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Hall offer?

Michael John Hall specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.

What are Michael John Hall's credentials?

Michael John Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Hall located?

Michael John Hall is based in SANTA ROSA, California, working with CORE WEALTH PARTNERS LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Michael John Hall charge for services?

Michael John Hall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORE WEALTH PARTNERS LLC?

CORE WEALTH PARTNERS LLC has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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