Mark
Hull

Mission Hills Financial

CRD#1139069
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Hull is a financial advisor based in San Diego, California, working with Mission Hills Financial. Mark has previously held positions at Mission Hills Financial, Inc, Mark H. Hull, Lpl Financial LLC, West Lewis Properties LLC, The Hull Joint Trust Utd 2/20/2003, The Planners Network, Inc, National Planning Corporation, United Planners Financial Services Of America, Mark Harold Hull, Mark Harold Hull, Registered Investment Adviser, Mark H. Hull/Mission Hills Financial Ria, and Mission Hills Financial Advisory LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Mark is part of Mission Hills Financial, which operates out of San Diego, California. The firm has 3 employees and manages assets totaling $152.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Mission Hills Financial includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1633 West Lewis Street
San Diego, CA 92103

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Mission Hills Financial Brokerage Details

Total Assets Under Management

$152,680,494

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

640

CA Average: 3,727
Average Account Size

$238,563

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mark Hull Work History

2024 - Present (1 year)

Mission Hills Financial Advisory LLC

2018 - Present (7 years)

United Planners Financial Services Of America

2018 - Present (7 years)

Mark H. Hull/Mission Hills Financial Ria

2011 - Present (14 years)

The Hull Joint Trust Utd 2/20/2003

2002 - Present (23 years)

West Lewis Properties LLC

1993 - Present (32 years)

Mark Harold Hull

1993 - Present (32 years)

Mark Harold Hull, Registered Investment Adviser

1989 - Present (36 years)

Mission Hills Financial, Inc

1983 - Present (42 years)

Mark H. Hull

2017 - 2018 (1 year)

Lpl Financial LLC

2017 - 2017 (< 1 year)

National Planning Corporation

2014 - 2017 (3 years)

The Planners Network, Inc

2011 - 2020 (9 years)

Mark H. Hull

2010 - 2021 (11 years)

Mark H. Hull

2000 - 2017 (17 years)

National Planning Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Hull to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mission Hills Financial

Minka Hull
San Diego, CA
Jason Shaya
San Diego, CA
Mark Hull
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started