Lillie Dianne Hall

Amb Wealth, LLC

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Amb Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

991 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$25K

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Lillie works as a sales assistant at Allen, Mooney & Barnes Investment Advisors, LLC, dedicating nearly full-time hours. She also holds a real estate license that is currently inactive.