Dillon Hall

Vice President at Perch Wealth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area
Languages
  • English Full professional proficiency
Skills

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Series 65
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2017
    - Sep, 2024
  • Accident Life and Health
    Arizona Department of Insurance
    Oct, 2015
    - Sep, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2015
    - Sep, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    May, 2015
    - Sep, 2024

Experience

  • Perch Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Apr 2022 - Present

      1031/DST Tax Deferral Specialist 1031/DST Tax Deferral Specialist

  • The Estate Planning Team and Founder of the Deferred Sales Trust
    • DST Consultant
      • Aug 2017 - Present

      The Estate Planning Team is a membersip organization with a turn key marketing plan and the support of tax and legal professionals to provide your clients with capital gains tax and estate planning solutions. The Estate Planning Team is a membersip organization with a turn key marketing plan and the support of tax and legal professionals to provide your clients with capital gains tax and estate planning solutions.

  • Arizona Business Broker Association
    • AZBBA Chapter Affiliate
      • Feb 2018 - Present
  • Irontree Wealth Management
    • United States
    • Financial Services
    • Partner, Financial Advisor
      • Jan 2015 - Apr 2022

      Securities offered through Center Street Securities Inc (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Advisory Services offered through Center Street Advisors (CSA), an SEC Registered Investment Advisor. Irontree Investment Management, CSA and CSS are independent entities Securities offered through Center Street Securities Inc (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Advisory Services offered through Center Street Advisors (CSA), an SEC Registered Investment Advisor. Irontree Investment Management, CSA and CSS are independent entities

Education

  • Arizona State University
    Bachelor of Science (B.S.), Technological Entrepreneurship and Management
    2011 - 2013

Community

You need to have a working account to view this content. Click here to join now