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William O
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
William Overton Jr. is a financial advisor at Tull Financial Group, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Signature Family Wealth Advisors and Virginia Tech. Tull Financial Group provides investment management and financial planning services to individuals, families, related trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with an emphasis on participant education and multi-generation family planning.
Philip T
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Philip Tull is a financial advisor at Tull Financial Group, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at Tull Financial Group since 2016. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans of various sizes. The firm employs a tactical asset-allocation strategy using a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with a strong emphasis on participant education and a documented multi-generation family-planning approach.
Isaac H
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Isaac Hon is a financial advisor at Tull Financial Group, Inc. in Chesapeake, VA, holding the Series 65 designation. He has one year of industry experience, having previously worked at Northwestern Mutual, Quillify, and Oral Roberts University. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation framework with a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, emphasizing participant education and multi-generation family planning.
Robert T
CFP®, Series 63
Chesapeake, VA
Tull Financial Group, Inc.
Robert Tull is a CFP® with 23 years of industry experience and has been with Tull Financial Group, Inc. since 1992. He holds a Series 63 license and is based in Chesapeake, VA. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and engages in client education and retirement plan participant outreach.
Logan F
Series 65
Chesapeake, VA
Tull Financial Group, Inc.
Logan Flitton is a financial advisor with Tull Financial Group, Inc. He holds a Series 65 designation and has recently transitioned from military service, having served in the U.S. Navy for six years prior to entering the financial industry. His professional experience includes roles at Standard Calibration Inc. and as a student before joining Tull Financial Group. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive ETFs, actively managed funds, dividend stocks, and fixed income, emphasizing participant education and a multi-generation family-planning strategy.
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