LC
Lori A. Cuneo
HULL WEALTH MANAGEMENT
Murfreesboro, TN 37129
Some features on this profile are disabled
CRD#: 6070728
LC
Professional summary
Lori Anne Cuneo, who also goes by Lori Anne Hall, is a registered financial advisor currently at HULL WEALTH MANAGEMENT located in Murfreesboro, Tennessee.
Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Lori has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lori Anne Hall
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lori Anne Cuneo's 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®
NoneExperience
Current
April 2, 2026 - Present
HULL WEALTH MANAGEMENT
Office #1: 215a Castlewood Drive, Murfreesboro, TN 37129RIA
CRD#: 131741
Murfreesboro, TN
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".
HW
HULL WEALTH MANAGEMENT
HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS
CRD#: 131741 / SEC#: 801-130723
RIA
Registered Investment Advisory firm - (7/23/2024 Approved)Florida
Registered Investment Advisory firm - (8/1/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/1/2024 Terminated)Texas
Registered Investment Advisory firm - (8/1/2024 Terminated)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
Tennessee(4/2/2026)
Current Firm
HW
HULL WEALTH MANAGEMENT
HULL WEALTH MANAGEMENT | INVESTMENT AND RETIREMENT ADVISORS | INVESTMENT & RETIREMENT ADVISORS, LLC | INVESTMENT & RETIREMENT ADVISORS
CRD#: 131741 / SEC#: 801-130723
RIA
Registered Investment Advisory firm - (7/23/2024 Approved)Florida
Registered Investment Advisory firm - (8/1/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/1/2024 Terminated)Texas
Registered Investment Advisory firm - (8/1/2024 Terminated)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
215a Castlewood Drive, Murfreesboro, TN 37129
Mailing Address
Po Box 12122, Murfreesboro, TN 37129
Phone number
(615) 896-1181
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584 |
| AUM (Assets Under Management) | $ 138,633,720 |
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.
Company Information
HULL WEALTH MANAGEMENT
CRD#: 131741Murfreesboro, TN 37129TRUST BUT VERIFY
Monitor Lori Cuneo
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
