Kent Hulse is a ChFC-designated registered investment advisor, based in San Diego, CA, with 4 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5898 Copley Dr., Suite 101, San Diego, CA, 92111
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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 ActivitiesSells Insurance
Kent works as a financial advisor for Copley Financial Group, Inc., dedicating about half of his time to financial, investment, and tax planning. He also works as a loan officer for Senior American Funding, Inc. and as a financial professional for Heritage Tax & Insurance, spending about 10-20% of his time advising on mortgages and providing insurance, annuities, and tax planning services.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
Copley Financial Group, INC.
Previous Registrations
Emerson Equity LLCBroker
State Registrations1 state
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
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