TrueAdvisor
TrueAdvisor
KH
KH

Kylee Erin Hall

Trueplan Benefit and Retirement Advisors
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Trueplan Benefit and Retirement Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
48 clients
Average Client Portfolio
$94.8M average
Assets Under Management
$4.6B

Fee Structure

Financial Planning:Investment management only

Location

Brewster, NY

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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.

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Employment History
Current Registrations
Healthcare Community Securities CORP.
May 2024 - Present · 1 yr 9 mos
Trueplan Benefit and Retirement Advisors
May 2024 - Present · 1 yr 9 mos
Healthcare Community Securities CORP.Broker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
October 2023 - April 2024 · 6 mos
Global Retirement Partners LLC
January 2020 - March 2024 · 4 yrs 2 mos
LPL Financial LLCBroker
January 2020 - November 2023 · 3 yrs 10 mos
Principal Securities, INC.Broker
November 2017 - January 2020 · 2 yrs 2 mos
Global Retirement Partners LLC
April 2015 - October 2017 · 2 yrs 6 mos
Independent Financial Partners
August 2013 - May 2015 · 1 yr 9 mos
LPL Financial LLCBroker
November 2010 - October 2017 · 6 yrs 11 mos
Nrp Advisors, INC.
November 2007 - December 2010 · 3 yrs 1 mo
Nrp Financial, INC.Broker
November 2007 - November 2010 · 3 yrs
Princor Financial Services Corporation
May 2007 - December 2007 · 7 mos
Princor Financial Services CorporationBroker
January 2007 - December 2007 · 11 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.