Spencer Hall has been President, Chief Compliance Officer, Member of Hall Retirement Planning Services since July 2017, is a control person of the firm and directly owns 75% or more of it. Spencer Hall holds an MBA and an MDiv.
Hall Retirement Planning Services, LLC is a Knoxville, TN firm with $246M under management, 248 clients and 2 advisers in one office, as of its March 2026 filing.
Spencer S. Hall is President of Retirement Planning Services in Knoxville. He has years of service experience, and he serves as a local church leader.
Spencer Hall’s longest registration is the current one, 9 years at Hall Retirement Planning Services since 2017. Before joining Hall Retirement Planning Services in 2017, Spencer Hall was registered through Retirement Planning Services, LLC.
- Retirement Planning ServicesCurrent– present · 9 yearsKnoxville, TN · Adviser representative · Firm CRD 289847
- Retirement Planning Services, LLC– · 6 yearsKnoxville, TN · Adviser representative · Firm CRD 133247
Professional designations
Listed by Hall Retirement Planning Services
- CFP®
- CKA®
Investment adviser representative registrations
Spencer Hall is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2017.
- TennesseeSince 7 September 2017
- TexasResidentSince 1 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 September 2010 |
| Series 7 | General Securities Representative Examination | 5 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Spencer Stanton Hall
- CRD
- 5821183
- Firm
- Hall Retirement Planning Services · CRD 289847
- Role
- President, Chief Compliance Officer, Member
- Office
- 4533 PAPERMILL DR, SUITE 101, Knoxville, TN 37909
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- seriousretirement.com
Where does Spencer Hall work?
Spencer Hall has been President, Chief Compliance Officer, Member of Hall Retirement Planning Services, LLC since July 2017, and is a control person of the firm.
Is Spencer Hall a financial advisor?
Yes. Spencer Hall has a current investment-adviser registration in Tennessee and Texas, through Hall Retirement Planning Services since September 2017.
How many years of experience does Spencer Hall have?
Spencer Hall has 16 years in the financial industry, since August 2010, across 2 adviser firms.
What exams has Spencer Hall passed?
Spencer Hall has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2010. FINRA credited Spencer Hall with the SIE, which began in October 2018.
Where is Spencer Hall based?
Spencer Hall’s registered office is in Knoxville, TN.
Is Spencer Hall registered with FINRA?
No. Spencer Hall has no current broker registration.
Is Spencer Hall a CFP?
Hall Retirement Planning Services lists Spencer Hall with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Spencer Hall’s record?
Search CRD 5821183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Spencer Hall’s full registration record.