1. Wealthminder
  2. Glendale, AZ
Carl Hulse, financial advisor Glendale AZ

Carl Hulse

CRD Number: 1470032
Current Firm: Woodbury Financial Services, Inc.

Carl Hulse (CRD# 1470032) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Glendale, AZ and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. Glendale, AZ Oct 2017 - Current 3
Plan 4 Glendale, AZ Aug 2001 - Current 19
National Planning Corporation Glendale, AZ Jan 2009 - Oct 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Carl D. Hulse
By the Numbers
  • Total Assets Under Management
    11,615
    MILLIONS
  • Total Number of Accounts
    58,629
    ACCOUNTS
  • Average Account Value
    $198,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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