DOUGLAS HALL
Sr. Partner at 1847 Private Client Group- Claim this Profile
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Bio
Credentials
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Chartered Financial Consultant (ChFC)
The American College of Financial ServicesAug, 2016- Oct, 2024 -
Certified Financial Planner (CFP)
The CFP BoardDec, 2004- Oct, 2024
Experience
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1847 Private Client Group
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United States
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Financial Services
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1 - 100 Employee
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Sr. Partner
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Apr 2018 - Present
1847 Private Client Group integrates sophisticated asset management and advanced life insurance strategies to deliver coordinated solutions for affluent clients nationwide. 1847 Private Client Group integrates sophisticated asset management and advanced life insurance strategies to deliver coordinated solutions for affluent clients nationwide.
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1847Financial
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United States
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Financial Services
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1 - 100 Employee
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Partner
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Dec 2016 - Present
Disclosure: Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK). Registered Investment Advisor, Member FINRA/SIPC 1847 Financial, Eight Tower Bridge, 161 Washington Street, Suite 700, Conshohocken, PA 19428. 610-771-0800 The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at dhall@1847financial.com. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Adviser, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Eight Tower Bridge Suite 700 – 161 Washington Street, Conshohocken PA 19428. 610-771-1041 . 1847Financial and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: DE, FL, IL, MD, NJ, NY, PA. This is not an offer or solicitation in any state. 1847Financial is not affiliated with Hornor Townsend & Kent, LLC. Show less
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Partner
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Jan 2013 - Nov 2016
As a Partner with Kistler-Tiffany Advisors we provided fee-based comprehensive wealth management services to high-net-worth individuals and their families. Our clients were largely business owners with significant investable wealth and complex financial situations, whoplace a high value on developing long-term relationships with their advisors. Our advisors and staff used a disciplined approach to provide customized client solutions in the areas of estate planning, asset management, retirement planning, tax reduction strategies, and business succession planning. Each custom-tailored plan is designed to grow, protect, and conserve wealth by delivering a level of personalized service and knowledge. Show less
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Owner
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May 2000 - Dec 2012
Stonegate Financial partnered with area accounting firms, assisting in the delivering of financial services solutions to CPA firm clients. As a Certified Financial Planner, I specialized in working with high net worth individuals and small business owners. Areas of expertise include retirement planning and retirement plan implementation, estate planning, insurance, and investment advisory. Stonegate Financial partnered with area accounting firms, assisting in the delivering of financial services solutions to CPA firm clients. As a Certified Financial Planner, I specialized in working with high net worth individuals and small business owners. Areas of expertise include retirement planning and retirement plan implementation, estate planning, insurance, and investment advisory.
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FA
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2000 - 2012
Responsible for assisting two public accounting firms in meeting the financial services needs of their existing clients. We focused on Financial and Retirement Planning as well as Estate Planning and Investment Advisory. Responsible for assisting two public accounting firms in meeting the financial services needs of their existing clients. We focused on Financial and Retirement Planning as well as Estate Planning and Investment Advisory.
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Vice President, Sales
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May 1990 - Apr 2000
I spent ten years in the property casualty insurance arena working with mostly commercial insureds both not for profit and for profit companies. Our agency specialized in serving local government, churches and church related schools, nursing homes and other related entities. I spent ten years in the property casualty insurance arena working with mostly commercial insureds both not for profit and for profit companies. Our agency specialized in serving local government, churches and church related schools, nursing homes and other related entities.
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Education
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2014 - 2016
The American College
CFP(r), ChFC (r), Financial Planning and Services -
1982 - 1986
Gettysburg College
Bachelor of Arts (B.A.), Business
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