Alana Hall has been an investment adviser representative at Creative Capital Management Investments since October 2024, and is not listed among the firm’s executive officers or direct owners.
Creative Capital Management Investments LLC is a San Diego, CA firm with $780M under management, 298 clients and 7 advisers in one office, as of its March 2026 filing.
Alana Hall’s longest registration is the current one, 2 years at Creative Capital Management Investments since 2024. Before joining Creative Capital Management Investments in 2024, Alana Hall was registered through Abacus Wealth Partners.
- – present · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 286567
- Abacus Wealth Partners– · under a yearSanta Monica, CA · Adviser representative · Firm CRD 128590
Investment adviser representative registrations
Alana Hall is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2024.
- CaliforniaSince 22 October 2024
- TexasResidentSince 22 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7507925
- Firm
- Creative Capital Management Investments · CRD 286567
- Office
- 6265 GREENWICH DRIVE, SUITE 201, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Alana Hall work?
Alana Hall is an investment adviser representative registered through Creative Capital Management Investments LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alana Hall a financial advisor?
Yes. Alana Hall has a current investment-adviser registration in California and Texas, through Creative Capital Management Investments since October 2024.
How many years of experience does Alana Hall have?
Alana Hall has 2 years in the financial industry, since July 2024, across 2 adviser firms.
What exams has Alana Hall passed?
Alana Hall passed the Series 65 in October 2022.
Where did Alana Hall work before Creative Capital Management Investments?
Before Creative Capital Management Investments, Alana Hall was registered through Abacus Wealth Partners, October 2022 to January 2023.
Where is Alana Hall based?
Alana Hall’s registered office is in San Diego, CA.
Is Alana Hall registered with FINRA?
No. Alana Hall has no current broker registration.
How can I verify Alana Hall’s record?
Search CRD 7507925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alana Hall’s full registration record.
