Donna Hunt, financial advisor Carlsbad CA

Donna Hunt

CRD Number: 2564035
Current Firm: Dj Hunt Private Client Group

Donna Hunt (CRD# 2564035) is an Investment Advisor Representative working at Dj Hunt Private Client Group in Carlsbad, CA and has 1 year 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.

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Professional Designations
Company Name Location Dates Years
Dj Hunt Private Client Group Carlsbad, CA Jun 2000 - Current 23

Donna Hunt has no recent exams reported.
Contact Info for Donna Hunt
Phone Number: (707) 338-3931
Registered State(s):
  • CA
Current Firm Details
Dj Hunt Private Client Group
Firm's CRD Number: 118824
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $323,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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