Zachary
Hull

Nfp Retirement Inc

CRD#5982467
Investment Advisor
in Aliso Viejo, CA

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About this Advisor

Zachary Hull is a financial advisor based in Aliso Viejo, California, working with Nfp Retirement Inc. Zachary has previously held positions at Wells Fargo Advisors Financial Network, LLC, Cygnus Asset Management, Northwestern Mutual Investment Services LLC, Lpl Financial, LLC, Marsh Mclennan Agency, Mma Securities LLC, and Nfp Retirement, Inc. Zachary has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Zachary is part of Nfp Retirement Inc, which operates out of Aliso Viejo, California. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 Vantis Suite 400
Aliso Viejo, CA 92656

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

CA Average: $7,578,581,321
Total Number of Employees

219

CA Average: 43
Total Number of Accounts

5,514

CA Average: 3,727
Average Account Size

$17,492,654

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Zachary Hull Work History

2023 - Present (1 year)

Nfp Retirement ,Inc

2023 - 2023 (< 1 year)

Mma Securities LLC

2021 - 2023 (2 years)

Marsh Mclennan Agency

2016 - 2023 (7 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2015 (1 year)

Wells Fargo Advisors Financial Network, LLC

2014 - 2014 (< 1 year)

Cygnus Asset Managament

Disclosures

Please visit the SEC profile of Zachary Hull to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nfp Retirement Inc

Steven Festler
Aliso Viejo, CA
Kenneth Jenkins
Bowie, MD
William Street
South Jordan, UT
Holly Knight
Norwell, MA
Nicholas Walker
Aliso Viejo, CA
Dallin Griffin
South Jordan, UT
Daniel Bystrom
Aliso Viejo, CA
Kristen Echols
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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