Mark H. Hull

MISSION HILLS FINANCIAL ADVISORY LLC

San Diego, CA 92103

Some features on this profile are disabled

CRD#: 1139069

Professional summary

Mark Harold Hull, CFP®, who also goes by Mark Harold Reason Hull, is a registered financial advisor currently at MISSION HILLS FINANCIAL ADVISORY LLC located in San Diego, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mark has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Harold Reason Hull

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) MARK HAROLD INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - SAN DIEGO, CA - SINCE 10/2008 - NOT INVESTMENT RELATED 2.) WEST LEWIS PROPERTIES, LLC - MANAGING MEMBER OF LLC - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SAN DIEGO, CA - SINCE 10/2002 - NOT INVESTMENT RELATED 3.) MISSION HILLS FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SAN DIEGO, CA - SINCE 01/2018 - INVESTMENT RELATED 4.) MISSION HILLS FINANCIAL ADVISORY, LLC - PRESIDENT & CEO - REGISTERED INVESTMENT ADVISOR - SAN DIEGO, CA - SINCE 01/2024 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Harold Hull's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 12, 2023 - Present

MISSION HILLS FINANCIAL ADVISORY LLC

Office #1: 1633 West Lewis St, San Diego, CA 92103

RIA

CRD#: 328516

San Diego, CA

Past

March 22, 2018 - April 1, 2025

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SAN DIEGO, CA

Past

February 26, 2018 - January 9, 2025

MISSION HILLS FINANCIAL

RIA

CRD#: 126812

SAN DIEGO, CA

Past

November 29, 2017 - April 2, 2018

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

January 3, 2017 - August 3, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

SAN DIEGO, CA

Past

March 3, 2014 - December 31, 2017

THE PLANNERS NETWORK, INC.

RIA

CRD#: 108355

SAN DIEGO, CA

Past

February 23, 2000 - November 29, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

SAN DIEGO, CA

Past

August 30, 1989 - February 23, 2000

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

January 21, 1986 - November 30, 1989

WADDELL & REED

CRD#: 866

Past

November 25, 1983 - November 30, 1989

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSION HILLS FINANCIAL ADVISORY LLC

CRD#: 328516 / SEC#: 801-129010

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/12/2023)

IAR

Texas
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/19/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/1990

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/23/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 11/22/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/26/1990

General Securities Principal Examination

Current Firm

MISSION HILLS FINANCIAL ADVISORY LLC

CRD#: 328516 / SEC#: 801-129010

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1633 West Lewis St, San Diego, CA 92103

Mailing Address

Phone number

(619) 294-9420

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A AND 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	717
AUM (Assets Under Management)	$ 208,733,163

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark H. Hull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Harold Hull's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

MISSION HILLS FINANCIAL

LPL FINANCIAL LLC

NATIONAL PLANNING CORPORATION

THE PLANNERS NETWORK, INC.

NATIONAL PLANNING CORPORATION

PIM FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

MISSION HILLS FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/1983

SIE

Date: 10/1/2018

Series 7

Date: 12/3/1990

Series 22

Date: 2/23/1984

Series 6

Date: 11/22/1983

Series 24

Date: 12/26/1990

Current Firm

MISSION HILLS FINANCIAL ADVISORY LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MISSION HILLS FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

Similar Advisors