Stephen Hull is a CFP-designated registered investment advisor at Edward Jones, based in Stillwater, OK, with 22 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1507 S Sangre Rd, Stillwater, OK, 74074
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 Activities
Stephen owns rental real estate through Hull Real Estate and Hull Family LLC, and is involved in historic preservation with Hamilton Cross Farm Restoration. He also serves on the Oklahoma State University MBA Advisory Board, dedicating minimal time to each activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 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
More Advisors
- Patricia Huffman, CFPEdward Jones
- Steven NormanEdward Jones
- Judith HullEdward Jones
- Cody Murray, CFPStillwater Financial
- Matthew Streeter, CFPLPL Financial LLC
- Bob Bollinger, CFPLPL Financial LLC