Derek Hull
Derek Hull is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Bowling Green, KY, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
400 E Main Avenue, Suite 101, Bowling Green, KY, 42101
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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 Activities
Derek is a member of Java Properties, involved in rental property and land development, and a 1/4 owner of Difference Makers LLC, a real estate investing/property management company, dedicating minimal time to each. He also serves on the WKU Department of Communications Advisory Board and The Community Foundation of South Central Kentucky, spending minimal time on these activities as well.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Morgan Keegan & Company, INC.Broker
State Registrations22 states
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