Unclaimed Profile

Terry Lee Hall

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan

SIE, Series 6, Series 26, Series 63, Series 65, Series 66, Series 99TOPFSClean record22 years registeredHALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

3495 COOLIDGE, EAST LANSING, MI 48823CRD# 2779481Firm CRD# 124609

Profile Verification

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

Identity

Terry Lee Hall · EAST LANSING, MI

Registration

CRD #2779481 · HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

Jan 2004 – Nov 2023

EAST LANSING, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · January 21, 2004

Years registered · 22

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

CRD 124609 · SEC 801-69094

AUM

$51M

Regulatory assets under management

Employees

116 client accounts

Services offered by HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Terry Lee Hall offer?

Terry Lee Hall specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Terry Lee Hall's credentials?

Terry Lee Hall holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Terry Lee Hall located?

Terry Lee Hall is based in EAST LANSING, Michigan, last registered with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C..

How does Terry Lee Hall charge for services?

Terry Lee 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 HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.?

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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