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Samuel King Hulse

Kestra Advisory Services, LLC

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About Samuel King Hulse

Samuel King Hulse is a financial advisor with over 20 years of experience in the industry. Samuel is currently registered with Kestra Advisory Services, LLC, which is located in Fort Worth, Texas. Samuel holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Previously, Samuel was employed by Financial Telesis Inc. and Princor Financial Services Corporation. Samuel works with individuals, families, and businesses, and specializes in financial planning, investment management, and retirement planning. Samuel is a member of the Kestra Advisory Services team, a national firm with over 800 financial advisors.

Firm Information

Samuel Hulse is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Samuel Hulse’s Registration & Firm History

TX

02/04/2019 - Present

Kestra Advisory Services, LLC (Fort Worth TX)

TX

02/01/2012 - 08/01/2014

FINANCIAL TELESIS INC (FORT WORTH TX)

TX

10/12/2001 - 02/07/2012

PRINCOR FINANCIAL SERVICES CORPORATION (FORT WORTH TX)

CA

01/06/2012 - 01/09/2012

FINANCIAL TELESIS INC (SAN RAFAEL CA)

CA

01/25/2000 - 10/09/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

IA

03/09/1999 - 02/01/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

09/30/1997 - 03/12/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

IA

07/06/1994 - 11/12/1997

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 02/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel King Hulse.
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