Minka F. Hull

MISSION HILLS FINANCIAL ADVISORY LLC

San Diego, CA 92103

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CRD#: 5616746

Professional summary

Minka Francis Hull, CFP®, who also goes by Mary Joy Francis, Minka Francis, Mary Francis Hull, is a registered financial advisor currently at MISSION HILLS FINANCIAL ADVISORY LLC located in San Diego, California.

Minka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Minka has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Joy Francis | Minka Francis | Mary Francis 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) Mission Hills Financial, Inc.; Enrolled Agent; Investment Related; San Diego, CA; 01/2019; Approximately 10% of her time is spent in this capacity. 2) MHF Properties; Real Estate Broker; Investment Related; San Diego, CA; 01/2011; Approximately 10% of her time is spent in this capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Minka Francis 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

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, 2019 - January 9, 2025

MISSION HILLS FINANCIAL

RIA

CRD#: 126812

SAN DIEGO, CA

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
(9/30/2024)

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

Current Firm

MISSION HILLS FINANCIAL ADVISORY LLC

CRD#: 328516 / SEC#: 801-129010

RIA

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

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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.

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Firm Stability Insights

Minka F. Hull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Minka Francis Hull's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION HILLS FINANCIAL ADVISORY LLC

MISSION HILLS FINANCIAL

Primary Firm SEC Registration

MISSION HILLS FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

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

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