Hello, I am Andrew Hall CFP®, a financial advisor with LPL Financial, I take a no-pressure, personal approach to understanding my clients' needs and invest the time to thoughtfully develop sound long-term strategy to help pursue their goals and dreams.  I hold series 7 and 66 registrations with LPL Financial and am a CERTIFIED FINANCIAL PLANNER Professional CFP®.  Please let me know how I can help.  andy.hall@LPL.com

 

Introduction Video:

 

CLIENT WEBSITE ACCESS:       ACCOUNT LOG IN (Account View and                Wealth Vision):

 

Link to schedule meetings:  https://go.oncehub.com/AndrewHallLPL

You can pick from:

phone meeting 15- or 60-minute calls

In my office (234 Waukegan Rd, Glenview) meetings

Virtual (Zoom) meetings – 30-minute meeting

Or a meeting at another location – 60-minute meeting

 

EDUCATIONAL VIDEOS:

            Estate Planning:                              College Planning:       

        

    Retirement:                                      Income Planning:

 

AUTOMATED INVESTING (ROBO):

Guided Wealth Portfolios introduction video (ROBO advisor):

 

                                      

           ROBO ADVISOR LOG IN FOR CMEIIS:                  

                               

 

I have kept this website brief intentionally because I know your time is valuable. For more detailed information or specific questions feel free to contact me to set up time to discuss your unique situation.

Phone: (224) 762-5055

Email : andy.hall@LPL.com

Let me know if you would like to sign up for quarterly (or when needed) market updates and newsletters.  To subscribe please email me andy.hall@lpl.com