Kristen
Hull

Cambridge Investment Research Advisors, Inc

CRD#5256937
Investment Advisor
in Irwin, PA

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About this Advisor

Kristen Hull is a financial advisor who works in Irwin, Pennsylvania, who has 3 years of industry experience. Hull currently works for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Lincoln Financial Advisors Corp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Hull holds Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Pennsylvania. Cambridge Investment Research Advisors, Inc is an advisory company operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in assets under management across its 461,370 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc can be comprised of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

311 Main St
Irwin, PA 15642-3437

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

PA Average: $9,259,360,772
Total Number of Employees

3,352

PA Average: 166
Total Number of Accounts

461,370

PA Average: 7,189
Average Account Size

$178,659

PA Average: $1,287,990

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
  • Market timing services
  • Educational seminars/workshops

Kristen Hull Work History

Kristen has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2018 - Present (6 years)

Cambridge Investment Research, Inc

2007 - Present (17 years)

Lincoln Financial Advisors Corp

*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 Kristen 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 Cambridge Investment Research Advisors, Inc

Richard Habel
Salt Lake City, UT
Justin Mulholland
Ann Arbor, MI
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA

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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