Unclaimed Profile

Brian James Hale

ULLICO INVESTMENT ADVISORS, INC.·SILVER SPRING, Maryland

Clean recordULLICO INVESTMENT ADVISORS, INC.

8403 COLESVILLE ROAD, SILVER SPRING, MD 20910CRD# 3266648Firm CRD# 106628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Hale · SILVER SPRING, MD

Registration

CRD #3266648 · ULLICO INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian James Hale is a registered financial advisor based in SILVER SPRING, Maryland, affiliated with ULLICO INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ULLICO INVESTMENT ADVISORS, INC.

AUM

$11.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULLICO INVESTMENT ADVISORS, INC. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3266648

Firm CRD# 106628

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian James Hale offer?

Brian James Hale specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SILVER SPRING, Maryland for a consultation.

What are Brian James Hale's credentials?

Brian James Hale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Hale located?

Brian James Hale is based in SILVER SPRING, Maryland, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.

How does Brian James Hale charge for services?

Brian James Hale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULLICO INVESTMENT ADVISORS, INC.?

ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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