Craig Hall Joins Sovereign Wealth Advisors as Managing Director
Portfolio - People | Feb 11, 2025 | EIN
Craig Hall has been appointed as the Managing Director and Investment Advisory Representative of Sovereign Wealth Advisors, a leading independent financial advisory firm based in Houston, Texas. Mr. Hall brings a wealth of experience in wealth management, investment advisory, and financial planning to the firm, having held significant roles at several reputable financial services companies. In his new position, he will focus on providing tailored investment strategies and financial solutions for clients, leveraging his extensive expertise in securities markets. His association with LPL Financial LLC as a Registered Representative ensures adherence to high standards of professionalism and regulatory compliance. The CEO of Sovereign Wealth Advisors, Russell Gebhard, expressed enthusiasm about Mr. Hall's alignment with the firm's mission to deliver personalized, strategic financial solutions. Sovereign Wealth Advisors is dedicated to assisting clients in achieving financial security through expert guidance and customized financial strategies.
Sectors
- Financial Advisory Services
- Wealth Management
Geography
- United States – The article is focused on a financial advisory firm and its new hire in Houston, Texas, United States.
- Houston, Texas – The location of Sovereign Wealth Advisors and the backdrop of Craig Hall's new managerial role.
Industry
- Financial Advisory Services – The article discusses the appointment of a managing director in a company providing investment advisory and financial planning services.
- Wealth Management – Craig Hall's expertise in wealth management is highlighted in the article, relevant to the firm’s focus on investment and wealth management solutions.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Craig Hall | Managing Director | People | Recently appointed Managing Director at Sovereign Wealth Advisors, brings extensive expertise in investment advisory. |
| Sovereign Wealth Advisors, LLC | Company | Companies | An independent financial advisory firm based in Houston, Texas, focusing on investment and wealth management solutions. |
| LPL Financial, LLC | Registered Securities | Companies | Provides securities offered through LPL Financial, associated with CRAA as a Registered Representative. |
| SCH Advisors LLC | Former Employer | Companies | One of the firms where Craig Hall previously held key positions. |
| Cetera Advisor Networks LLC | Former Employer | Companies | Another previous employer of Craig Hall in his career in the financial services industry. |