Whitney Hull
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- Raymond James Financial Services Advisors, Inc.Jun 2021 to Jun 2022
- Raymond James Financial Services, Inc.Jun 2021 to Jun 2022
- Raymond James & Associates, Inc.Jan 2019 to Jun 2022
- Mutual of Omaha Insurance CompanySep 2018 to Jan 2019
- Mutual of Omaha Investor ServicesSep 2018 to Jan 2019
- Raymond James Financial Services Advisors Inc.Jan 2018 to Sep 2018
- Raymond James Financial Services, Inc.Dec 2016 to Sep 2018
- Union Investment Services/union Bank & TrustDec 2016 to Sep 2018
- Davenport & Company, LLCSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6397043
- Firm CRD
- 5393