David HunterCRD Number: 1007098
Current Firm: Oppenheimer & Company Inc.
David Hunter (CRD# 1007098) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Edwardsville, IL and has over 36 years of experience in the finance industry.
Visionary Wealth Advisors, LLC
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Oppenheimer Asset Management Inc.||New York, NY||Apr 2003 - Current||14|
|Fahnestock & Company Inc.||New York, NY||Jan 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1981|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV