Brandi HulmeCRD Number: 5585382
Current Firm: Suntrust Investment Services, Inc.
Brandi Hulme (CRD# 5585382) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charlottesville, VA and has over 8 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2013 - Current||4|
|Wells Fargo Advisors||Syracuse, NY||Jan 2013 - May 2013||< 1|
|Wells Fargo Advisors LLC||Syracuse, NY||Jan 2013 - Apr 2013||< 1|
|Quikrete||Marcellus, NY||Jul 2012 - Dec 2012||< 1|
|Wells Fargo Bank||Roanoke, VA||Mar 2012 - Jun 2012||< 1|
|Lpl Financial||Charlotte, NC||Jun 2010 - Mar 2012||1|
|First Niagara Bank||Auburn, NY||Aug 2007 - Mar 2012||4|
|Skaneateles Country Club||Skaneateles, NY||May 2009 - Sep 2011||2|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Apr 2009 - Jun 2010||1|
|Walmart||Auburn, NY||Feb 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Aug 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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