David Hunt, financial advisor Greenville NC

David Hunt

CRD Number: 1856105
Current Firm: Milestone Wealth

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.

Similar Advisors
Michael Owens, financial advisor Greenville NC
Michael C. Owens
CRD# 2128682
Carolina Financial Services Group, Inc.
Similar Advisors
Roland Andrews, financial advisor Greenville NC
Roland B. Andrews
CRD# 4216809
Edward Jones
Similar Advisors
James Bengala, financial advisor Greenville NC
James M. Bengala
CRD# 1106654
Ameriprise Financial Services, LLC
Professional Designations
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
Contact Info for David R. Hunt
Phone Number: 252-756-7005
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $230,993
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IL, NC, TX

Ready to hire a financial advisor? Get competitive proposals from David Hunt and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.