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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Hull is an Investment Advisor Representative at Edelman Financial Engines. Leo has over 10 years of experience in the financial services industry. Leo is registered to provide investment advice in Oregon and Texas. Leo is also a Series 7, 66, 31, and SIE licensed. Leo has a diverse background in financial services, working with Morgan Stanley, UMPQUA INVESTMENTS, INC. and Wells Fargo Investments, LLC in the past. Leo holds a Bachelor of Science degree in Business Administration from Southern Oregon University. Leo is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
OR
05/28/2024 - Present
Edelman Financial Engines (Ashland OR)
OR
03/24/2015 - 02/11/2021
UMPQUA INVESTMENTS, INC. (MEDFORD OR)
OR
07/24/2013 - 02/24/2015
MORGAN STANLEY (MEDFORD OR)
CA
01/30/2004 - 08/12/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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