BH
BH
Brent Hulling
18 Years of Experience
Trinity, FL
1 DisclosureBroker
Brent Hulling is a registered investment advisor at Raymond James & Associates, INC., based in Trinity, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
11300 State Road 54, Trinity, FL, 34655
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2016Denied
Other Business Activities
Brent is listed as a title member of Condo Beach Rentals LLC, which owns timeshares rented out by his father. Brent has minimal involvement with the LLC, primarily for inheritance purposes.
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Morgan Stanley
February 2010 - May 2020 · 10 yrs 3 mos
Morgan StanleyBroker
February 2010 - May 2020 · 10 yrs 3 mos
T. Rowe Price Advisory Services, INC.
August 2007 - November 2008 · 1 yr 3 mos
T. Rowe Price Investment Services, INC.Broker
August 2007 - November 2008 · 1 yr 3 mos
Raymond James & Associates, INC.
January 2007 - February 2007 · 1 mo
Raymond James & Associates, INC.Broker
December 2006 - February 2007 · 2 mos
T. Rowe Price Investment Services, INC.Broker
October 2005 - December 2006 · 1 yr 2 mos
State Registrations36 states
AKALARAZCACOCTDCFLGAILINKSMAMDMEMIMNMOMSNCNJNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.