Robert White Tull Jr
CFP®Professional Summary
Robert White Tull JR, CFP®, who also goes by Robert Tull Jr, Robert Tull, Robin Tull Jr, Robin Tull, is a registered financial advisor currently at TULL FINANCIAL GROUP, INC. located in Chesapeake, Virginia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Robert has worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Education Funding
Specializations
Biography
We would welcome the opportunity to assist you with your financial planning and wealth management needs. Your initial visit is complimentary. We are a fee-only firm, with fees clearly quoted and agreed upon in advance. Please visit our website for more information: www.TullFinancial.com
Other Aliases
Robert Tull Jr, Robert Tull, Robin Tull Jr, Robin Tull
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.
Contact Information
Main Address
555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205Phone Number
(757) 436-1122# of Employees
9SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,000AUM (Assets Under Management)
$367,086,618Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.
State Registrations and Notice Filings
(1/31/2005)
(2/13/2003)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert White Tull JR's CRS (Customer Relationship Summary).
Services Offered by Robert
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Education Funding
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