Donna Hunt (CRD# 2086560) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ottawa, IL and has over 33 years of experience in the finance industry. Donna 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.
CRD# 1043348
Lpl Financial LLC
CRD# 4432620
Commonwealth Financial Network
CRD# 1507864
Armstrong & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Armstrong & Associates Inc. | Ottawa, IL | Sep 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Ottawa, IL | Apr 2016 - Current | 8 |
| Raymond James Financial Services Advisors Inc. | Ottawa, IL | Apr 2016 - Current | 8 |
| The First National Bank Of Ottawa | Ottawa, IL | Apr 2016 - Jan 2020 | 3 |
| First Ottawa Financial Corporation | Ottawa, IL | Mar 2003 - Jan 2020 | 16 |
| Linsco/private Ledger Corp. | Ottawa, IL | May 2003 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- IL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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