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James Dale Hall

FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.·CHARLESTON, South Carolina
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2430 MALL DRIVE, CHARLESTON, SC 29406CRD# 6319033Firm CRD# 153113
01

About

James Dale Hall is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHSTATE ADVISORY, INC.
SOUTHSTATE ADVISORY, INC.
AUM
$3.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SOUTHSTATE ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6319033
Firm CRD# 153113
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Dale Hall offer?
James Dale Hall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are James Dale Hall's credentials?
James Dale Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dale Hall located?
James Dale Hall is based in CHARLESTON, South Carolina, working with FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does James Dale Hall charge for services?
James Dale 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 FIRST SOUTHEAST 401(K) FIDUCIARIES, INC.?
FIRST SOUTHEAST 401(K) FIDUCIARIES, INC. has approximately 20 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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