Chad HunterCRD Number: 5284723
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chad Hunter (CRD# 5284723) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Heathrow, FL and has over 10 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Orlando, FL||Nov 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Oct 2009 - Current||8|
|Banc Of America Investment Services, Inc.||Orlando, FL||Mar 2008 - Oct 2009||1|
|Banc Of America Insurance Services, Inc.||Orlando, FL||Mar 2008 - Oct 2009||1|
|Wachovia Securities, LLC||Orlando, FL||Jan 2007 - Dec 2007||< 1|
|Lafayette College||Easton, PA||Aug 2005 - Dec 2006||1|
|Lafayette College||Easton, PA||Jan 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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