Leo
Hull
Edelman Financial Engines
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About this Advisor
Leo Hull is a financial advisor based in Ashland, Oregon, working with Edelman Financial Engines. Leo has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Umpqua Investments, Inc, Standing Stone Brewing Co, Simple Cfo Solutions, Profitmax Professionals, LLC, and Edelman Financial Engines. Leo has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Leo is part of Edelman Financial Engines, which operates out of Ashland, Oregon. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
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Fee Structure
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Leo Hull Work History
Edelman Financial Engines
Simple Cfo Solutions
Profitmax Professionals, LLC
Standing Stone Brewing Co
Morgan Stanley Private Bank, National Association
Umpqua Investments, Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of Leo 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 Edelman Financial Engines
Phoenix, AZ
Lynnwood, WA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Columbus, OH
Fort Worth, TX
Clifton Park, NY
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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.
