Advisor at Samara Financial, Inc.
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Lloyd Hall is a financial advisor at Samara Financial, Inc. in Portland, ME, holding a Series 65 designation with eight years of industry experience. He has worked at Samara Financial since 2017 and previously at Disability Reinsurance Management Services, Inc. from 2008 to 2018. Outside of his advisory work, he manages a short-term rental property business under Acer Property Management. Samara Financial provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm emphasizes fundamental analysis to build customized portfolios aligned with clients’ cash needs, tax status, and values, typically including individual stocks, fixed income, ETFs, and selected MLPs and REITs.
Based on Samara Financial, Inc.
$0 - $99,999: 1.80% $100,000 - $999,999: 1.20% $1,000,000 - $9,999,999: 1.00% $10,000,000+: 0.80%
$200 per hour for financial planning services
Fee-only: Financial planning charged at $200 per hour, billed in 15-minute increments
Portland, ME
Maine
Samara Financial, Inc.
2017 - Present (9 years)
Disability Reinsurance Management Services, Inc.
2008 - 2018 (10 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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