Samuel King Hulse

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1999 → Present
  Higginbotham
  Fort Worth, TX
• 02/2019 → Present
  Kestra Advisory Services, Llc
  Fort Worth, TX
• 08/2014 → Present
  Kestra Investment Services, Llc
  Fort Worth, TX

Other Businesses

Name: Higginbotham Investment Related: Yes Address: 500 W. 13th Fort Worth TX 76102 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting Position, Title or Relationship: Director Start Date: 2/15/1999 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: 401k sales/service Business Name: 4A Capital, LLC Investment Related: Yes Address: 3917 Kingston Court Fort Worth TX 76109 Nature of Business: Real Estate Position, Title or Relationship: Investor only Start Date: 10/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide capital

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-01
• S63 Uniform Securities Agent State Law Examination
  1994-07-15

Other Names

• Sam K Hulse
• Sam Hulse