Nick_Hulling

Nick Hulling,

AIF® Vice President, Investments Financial Advisor

Nick is originally from Tampa Bay, where he lived until attending college at Auburn University. There, he studied Finance, Business Logistics, and Supply Chain Management along with being a catcher on the Auburn Baseball team. Nick has 17 years of experience in Portfolio Management, Financial Planning and works passionately as an Accredited Investment Fiduciary and Certified Kingdom Advisor to provide full service to his clients. In 2018, he was named in Forbes Magazine as a Top Next-Gen Financial Advisor*. He lives in Ponte Vedra with his wife Megan and two kids, Wyatt and Ruby. Outside of the office Nick enjoys watching Auburn, Tampa Bay and Jacksonville sports teams, traveling with his family, and cooking BBQ.

 

 

*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.