EH
EH

Edgar Hull

18 Years of Experience
Houston, TX
1 DisclosureBroker

Edgar Hull is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 18 years of industry experience. Edgar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
Loading...

Location

2525 Bay Area Blvd, 3rd Floor, Houston, TX, 77058

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021
Settled
Other Business Activities

Edgar owns The Hull Company, a yacht brokerage, but hired a manager in 2006 and spends minimal time reviewing the books. He is also a board member for CP Soccer Houston, a charity, and is involved in organization and fundraising.

Employment History
Current Registrations
UBS Financial Services INC.
October 2007 - Present · 19 yrs
UBS Financial Services INC.Broker
October 2007 - Present · 19 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors