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Eric Richard Hull

Evergreen Wealth Advisors, Inc.

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About Eric Richard Hull

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.

Firm Information

Eric Hull is currently registered with Evergreen Wealth Advisors, Inc.. Evergreen Wealth Advisors, Inc. is an investment advisor headquartered in Oregon. The firm has 1 investment advisor representative and manages $87,197,944 in assets. They provide portfolio management services for individuals and businesses. The firm specializes in serving high-net-worth individuals, pension and profit sharing plans, corporations, and individuals.

$87.20M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Hull’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 06/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Richard Hull.
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