David Hunt, financial advisor Greenville NC
96 score

David Hunt

CRD Number: 1856105
Current Firm: Raymond James Financial Services Advisors, Inc.

David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenville, NC and has over 28 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.

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Professional Designations
Company Name Location Dates Years
Pitt Community College Greenville, NC Jun 2015 - Current 1
Milestone Financial Group Greenville, NC Apr 2014 - Current 2
Capital Developers LLC Greenville, NC Sep 2012 - Current 4
Raymond James Financial Services, Inc. Greenville, NC Sep 2012 - Current 4
Raymond James Financial Services Advisors Inc. Greenville, NC Sep 2012 - Current 4
Edward D. Jones & Company, LP Greenville, NC Mar 1988 - Sep 2012 24
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: 727-567-5877
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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