William Hunter (CRD# 2614495) is an Investment Advisor Representative working at Westwood Management Corp in Dallas, TX and has over 28 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Milton, GA | Aug 2019 - Current | 4 |
| Westwood Management Corp. | Milton, GA | Jun 2019 - Current | 4 |
| Invesco Advisers, Inc. | Houston, TX | Jun 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- TX
-
Total Assets Under Management11,916MILLIONS
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$38,814,499
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, CT, DC, FL, GA, IA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OR, PA, TN, TX, VA, WA, WY
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