Unclaimed
Eric Hull is a financial advisor registered with Evergreen Wealth Advisors, Inc. in Lafayette, CA. Eric has been in the financial services industry since 1989 and has experience in portfolio management for individuals and businesses. He is also a Chartered Financial Analyst. Eric is a Registered Investment Advisor and his firm's services include selection of other advisors and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
CA
01/19/2006 - Present
Evergreen Wealth Advisors, Inc. (LAFAYETTE CA)
ME
10/04/2001 - 12/06/2001
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
01/26/2001 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
AZ
11/15/1994 - 10/29/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
MO
09/04/1990 - 01/01/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/10/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NY
05/23/1989 - 03/29/1990
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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