Florence
Hull
Foundations Investment Advisors LLC
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About this Advisor
Florence Hull is a financial advisor who works out of Brunswick, Maine, with 1 year of relevant experience. Hull works at Foundations Investment Advisors LLC. The advisor has gained experience at Morgan Stanley, Northwestern Mutual, American Income Life, Independent Consultant, 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. Hull has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Maine. Foundations Investment Advisors LLC is a financial advisory firm based in Phoenix, AZ. The company has offices in 85 locations and a total of 229 people on staff. It controls $4 billion in total assets across its 34,273 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 34,273 client accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Foundations Investment Advisors LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Florence Hull Work History
Florence has been registered as a financial advisor for 1 years.*
Foundations Investment Advisors, LLC
Key Bank
Key Investment Services LLC
Key Investment Services LLC
Waddell And Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Flora Hull LLC
Key Investment Services LLC
Keybank
Morgan Stanley Private Bank, National Association
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Morgan Stanley
Northwestern Mutual
American Income Life
Independent Consultant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Plymouth, MA
Phoenix, AZ
Sarasota, FL
Wayzata, MN
Warren, ME
Phoenix, AZ
Phoenix, AZ
Moultonborough, NH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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