Hunter McTaggart (CRD# 7255865) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 2 years of experience in the finance industry. Hunter McTaggart has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial Llc (allen & Co) | Lakeland, FL | Sep 2021 - Current | 3 |
| University Of Florida | Gainesville, FL | Jun 2017 - Jun 2021 | 4 |
| Northwestern Mutual | Tampa, FL | Jan 2020 - Jun 2020 | < 1 |
| Publix Supermarket | Gainesville, FL | Jun 2019 - Sep 2019 | < 1 |
| Drumcondra Credit Union | Dublin, | Jan 2019 - May 2019 | < 1 |
| Publix Supermarket | Lithia, FL | Aug 2015 - Jan 2019 | 3 |
| Joe E. Newsome High School | Lithia, FL | Jun 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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