Florence
Hull

Foundations Investment Advisors LLC

CRD#6297328
Investment Advisor
in Brunswick, ME

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About this Advisor

Florence Hull is a financial advisor based in Brunswick, Maine, working with Foundations Investment Advisors LLC. Florence has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, HSBC Bank USA, N.A, HSBC Securities (USA) Inc, Waddell and Reed Inc, various insurance carriers for W&R Insurance Agencies, Flora Hull LLC, Key Investment Services LLC, KeyBank, Foundations Investment Advisors, LLC, and Key Bank. Florence has passed the Series 66 regulatory exam and is registered to provide services in Maine. Currently, Florence is part of Foundations Investment Advisors LLC, which operates out of Brunswick, Maine. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC 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, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Brunswick, ME

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

ME Average: $1,555,372,352
Total Number of Employees

240

ME Average: 37
Total Number of Accounts

42,079

ME Average: 1,370
Average Account Size

$129,332

ME Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Florence Hull Work History

2021 - Present (3 years)

Foundations Investment Advisors, LLC

2021 - Present (3 years)

Key Bank

2019 - 2021 (2 years)

Key Investment Services LLC

2018 - 2019 (1 year)

Key Investment Services LLC

2016 - 2016 (< 1 year)

Waddell And Reed Inc

2016 - 2016 (< 1 year)

Various Insurance Carriers For W&R Insurance Agencies

2016 - 2016 (< 1 year)

Flora Hull LLC

2016 - 2018 (2 years)

Key Investment Services LLC

2016 - 2021 (5 years)

Keybank

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 year)

Hsbc Bank Usa, N.A

2015 - 2016 (1 year)

Hsbc Securities (Usa) Inc

2014 - 2015 (1 year)

Morgan Stanley

Disclosures

Please visit the SEC profile of Florence 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 Foundations Investment Advisors LLC

Scott Preble
Surprise, AZ
Adam Schmidt
Thomas, KY
Michael Willard
Charlotte, NC
Mackenzie Varrialle
Braintree, MA
Darren Lundy
Phoenix, AZ
Sepehr Hosseini
Thousand Oaks, CA
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
West Springfield, MA

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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