Hunter BrownCRD Number: 6009845
Current Firm: Moneta Group Investment Advisors, LLC
Hunter Brown (CRD# 6009845) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 5 years of experience in the finance industry. Hunter Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Moneta Group Investment Advisors, LLC||Clayton, MO||Jan 2014 - Current||3|
|Moneta Group Investment Advisors, LLC||Clayton, MO||Sep 2009 - Dec 2013||4|
|Pulaski Bank||Clayton, MO||Aug 2007 - Sep 2009||2|
|Signature Bank||Clayton, MO||Oct 2005 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management14,528MILLIONS
Total Number of Accounts21,949ACCOUNTS
Average Account Value$661,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI