KH
KH

Kristen Hull

18 Years of Experience
Irwin, PA
Broker

Kristen Hull is a registered investment advisor at Duncan Financial Planning Advisors, based in Irwin, PA, with 18 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.

Compensation
Fixed/Hourly
Firm Size
27 advisors
IM Fee
Planning only

Fee Structure

Annual Retainer:$250 - $10,000/year
One-Time Plan:Up to $30,000
Hourly Rate:Up to $500/hr
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Location

311 Main St, Irwin, PA, 15642-3437

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kristen works as an advisory representative of an RIA (CIRA) and as a W2 employee for Duncan Financial Group LLC. These activities are investment-related and take about half of Kristen's time each.

Employment History
Current Registrations
Duncan Financial Planning Advisors
July 2023 - Present · 2 yrs 10 mos
Cambridge Investment Research Advisors, INC.
August 2020 - Present · 5 yrs 9 mos
Cambridge Investment Research, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
August 2007 - February 2018 · 10 yrs 6 mos
National Planning CorporationBroker
June 2007 - August 2007 · 2 mos
State Registrations1 state
PA
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.
Kristen Hull - Financial Advisor | TrueAdvisor