Unclaimed Profile

Charles Gilbert Hall

WCG WEALTH ADVISORS, LLC·LAS VEGAS, Nevada

SIE, Series 1, Series 7TO, Series 24, Series 63, Series 65Clean record28 years registeredWCG WEALTH ADVISORS, LLC

8925 WEST POST ROAD - SUITE 200, LAS VEGAS, NV 89148CRD# 233975Firm CRD# 173194

Profile Verification

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

Identity

Charles Gilbert Hall · LAS VEGAS, NV

Registration

CRD #233975 · WCG WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WCG WEALTH ADVISORS, LLC

THE WEALTH CONSULTING GROUP

Oct 2014 – Apr 2022

LAS VEGAS, NV

NEW ENGLAND SECURITIES CORPORATION

Jun 2008 – Nov 2014

LAS VEGAS, NV

MML INVESTORS SERVICES, INC.

Feb 2005 – Jul 2008

LAS VEGAS, NV

SIGNATOR INVESTORS, INC.

Jun 2003 – Feb 2005

IRVINE, CA

SIGNATURE BUSINESS ADVISORS INC

Aug 2001 – Aug 2003

IRVINE, CA

SIGNATOR INVESTORS, INC.

Mar 1998 – Dec 2002

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · March 25, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WCG WEALTH ADVISORS, LLC

CRD 173194 · SEC 801-80386

AUM

$5.2B

Regulatory assets under management

Employees

264

21,408 client accounts

Services offered by WCG WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WCG WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Gilbert Hall offer?

Charles Gilbert Hall specializes in Financial Planning, Investment Management.

What are Charles Gilbert Hall's credentials?

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

Where is Charles Gilbert Hall located?

Charles Gilbert Hall is based in LAS VEGAS, Nevada, last registered with WCG WEALTH ADVISORS, LLC.

How does Charles Gilbert Hall charge for services?

Charles Gilbert Hall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCG WEALTH ADVISORS, LLC?

WCG WEALTH ADVISORS, LLC has approximately 264 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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