David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 35 years of experience in the finance industry. David Hunt 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.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Developers, Llc D/b/a Milestone Wealth | Greenville, NC | Apr 2018 - Current | 5 |
Capital Developers, Llc D/b/a Milestone Wealth | Greenville, NC | Sep 2012 - Current | 11 |
Raymond James Financial Services, Inc. | Greenville, NC | Sep 2012 - Apr 2018 | 5 |
Raymond James Financial Services Advisors Inc. | Greenville, NC | Sep 2012 - Apr 2018 | 5 |
Pitt Community College | Greenville, NC | Jun 2015 - Jun 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1988 |
S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- NC
- TX
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts705ACCOUNTS
-
Average Account Value$230,993
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IL, NC, TX
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