Advisor at Gateway Financial Advisors Texas, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lampasas, TX 76650
Credentials
Series 63, Series 66
Industry experience
31 years
Diane Hall is a financial advisor with Gateway Financial Advisors Texas, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. and Smarter Financial Solutions. Outside of advising, she manages an equine business and holds the Certified Divorce Financial Analyst designation, providing specialized divorce planning services. Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and comprehensive financial planning. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build diversified portfolios aligned with clients’ goals and risk tolerance, offering regular reviews and ongoing monitoring.
Based on Gateway Financial Advisors Texas, LLC
Based on Gateway Financial Advisors Texas, LLC
$250,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
Insurance product commissions are earned by Diane Hall separately from advisory fees
Account minimum: $250,000 Fee-only: Ongoing Comprehensive Financial Planning: $100.00 per month, Initial comprehensive plan fee: $500 (may be reduced or waived)
19261 Fm 581 E
Lampasas, TX 76650
Texas
ATO Capital Global Corp
2025 - Present (1 year)
Cambridge Investment Research, Inc.
2022 - Present (4 years)
Gateway Financial Advisors Texas, LLC
2022 - Present (4 years)
Smarter Financial Solutions
2021 - 2022 (1 year)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2012 - 2021 (9 years)
Cambridge Investment Research, Inc.
2012 - 2021 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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