Lloyd Hall
Samara Financial · Portland, Maine
Lloyd Hall is a fee-only financial advisor at Samara Financial in Portland, Maine. Samara Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Samara Financial |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $771K across 9 accounts |
| SEC registration | Investment adviser representative in ME · CRD 6894502 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lloyd's firm compares
- Samara Financial's average account is about $86,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Lloyd
Is Lloyd Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lloyd holds no broker registration, and Samara Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lloyd charge for financial advice?
Lloyd's firm, Samara Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lloyd Hall based?
Lloyd Hall is based in Portland, Maine.
Is Lloyd Hall registered with the SEC?
Yes. Lloyd Hall is registered as an investment adviser representative in ME (CRD 6894502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Samara Financial manage?
Samara Financial reports $771K across 9 accounts in assets under management.
How do I contact Lloyd Hall?
Contact details aren't on file yet. Search for Samara Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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