David Lawrence Hull
Investment adviser representative at Esi Financial Advisors
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Equity Services, Inc.Oct 2025 to now
- National Life GroupOct 2025 to now
- Cetera Investment Advisers LLCAug 2023 to Sep 2025
- Cetera Wealth Services, LLCAug 2023 to Sep 2025
- Allied Wealth PartnersJan 2023 to Sep 2025
- Minnesota Life Insurance CoJan 2023 to Aug 2023
- Securian Financial Services IncJan 2023 to Aug 2023
- Cetera Investment Advisers LLCAug 2020 to Jan 2023
- Cetera Investment Services LLCAug 2020 to Jan 2023
- Self EmployedJan 2020 to Aug 2020
- Allstate Insurance CompanyFeb 2014 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1986074
- Firm CRD
- 265