David Hunt, financial advisor Concord CA

David Hunt

CRD Number: 5159193
Current Firm: Hunt Wealth Management

David Hunt (CRD# 5159193) is an Investment Advisor Representative working at Hunt Wealth Management in Concord, CA and has over 17 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Hunt Wealth Management Group, Inc. Concord, CA Jun 2017 - Current 6
Sowell Financial Services, LLC North Little Rock, AR Dec 2016 - Jul 2017 < 1
Concert Wealth Management, Inc. San Jose, CA Apr 2009 - Dec 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for David B. Hunt
Phone Number: 925-279-1102
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $326,923
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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