Whitney Hull

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 09/2014 → 11/2016
  Davenport & Company, Llc
  Charlottesville, VA
• 12/2016 → 09/2018
  Raymond James Financial Services, Inc.
  Fredericksburg, VA
• 12/2016 → 09/2018
  Union Investment Services/Union Bank & Trust
  Fredericksburg, VA
• 01/2018 → 09/2018
  Raymond James Financial Services Advisors Inc.
  Fredericksburg, VA
• 09/2018 → 01/2019
  Mutual Of Omaha Investor Services
  Glen Allen, VA
• 09/2018 → 01/2019
  Mutual Of Omaha Insurance Company
  Glen Allen, VA
• 01/2019 → 06/2022
  Raymond James & Associates, Inc.
  Richmond, VA
• 06/2021 → 06/2022
  Raymond James Financial Services, Inc.
  Chesapeake, VA
• 06/2021 → 06/2022
  Raymond James Financial Services Advisors, Inc.
  Chesapeake, VA
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Ruther Glen, VA

Previous Registrations

• 2021-06-30 → 2022-07-19
  Raymond James Financial Services Advisors, Inc
  Chesapeake, VA
• 2019-01-07 → 2021-06-30
  Raymond James & Associates, Inc.
  Richmond, VA
• 2018-09-28 → 2019-01-17
  Mutual Of Omaha Investor Services, Inc.
  Glen Allen, VA
• 2018-01-24 → 2018-09-13
  Raymond James Financial Services Advisors, Inc
  Fredericksburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-22

Other Names

• Whitney Hull
• Whitney Dyan Hull