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
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:
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
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