David Hull
David Hull is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in Hauppauge, NY, with 28 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as an agent/broker selling fixed insurance products through outside carriers approved by Allied Wealth Partners. He dedicates minimal time to this activity.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Allstate Financial Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Underwriters Equity CorporationBroker
Tower Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations4 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.