Michael Hullen is a CFP, PFS-designated registered investment advisor, based in Sacramento, CA, with 32 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2009 V Street, Suite 203, Sacramento, CA, 95818-1729
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a registered representative with AE Financial Services, LLC since 2020, dedicating minimal time. He is also a CPA and owner of Hullen Accountancy, LLP, a CPA firm focused on tax planning and preparation, which takes nearly full-time.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
Liberty Wealth Management, LLC
Previous Registrations
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
H.D. Vest Investment ServicesBroker
Travelers Equities Sales, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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