Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Marie Hull is a financial advisor in Irwin, Pennsylvania, with 16 years of experience in the financial services industry. She is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Previously, Kristen worked with Lincoln Financial Advisors Corporation and National Planning Corporation. She has licenses including Series 63, Series 66, and Series 7. Kristen is a registered investment advisor (IA) and provides services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/07/2020 - Present
Cambridge Investment Research Advisors, Inc. (Irwin PA)
PA
08/21/2007 - 02/16/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW ALEXANDRIA PA)
PA
06/19/2007 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
BOTH
Issued 07/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Hull is the right advisor for you? Invested Better is here to help.
