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Scott L Hull

24 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

2615 East 24th Street, Suite 2, Yuma, AZ, 85365

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is a licensed independent insurance agent since 2002, selling and servicing health and life insurance, dedicating a few hours per week to this activity. He also serves as a trustee of a trust and an ex-officio member on the Board of BDT & Associates, Inc., spending minimal time on each and receiving no compensation.

Employment History
Current Registrations
Invicta Financial Group
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2011 - September 2018 · 7 yrs 4 mos
Cambridge Legacy Advisors, INC.
May 2008 - May 2011 · 3 yrs
First Command Financial Planning, INC.
September 2005 - December 2006 · 1 yr 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
February 2000 - April 2004 · 4 yrs 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.