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Steven Hull
18 Years of Experience
Carmel, IN
1 DisclosureBrokerSells Insurance
Steven Hull is a registered investment advisor at VALIC Financial Advisors, INC., based in Carmel, IN, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location
630 West Carmel Drive, Suite 140, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
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Financial
November 2017Final
Other Business ActivitiesSells Insurance
Steven is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2012 - Present · 14 yrs
VALIC Financial Advisors, INC.Broker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
PNC InvestmentsBroker
November 2009 - August 2011 · 1 yr 9 mos
Natcity Investments, INC.Broker
August 2008 - November 2009 · 1 yr 3 mos
W&s Brokerage Services, INC.Broker
July 2007 - August 2008 · 1 yr 1 mo
State Registrations2 states
INOH
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.