Tracy HunterCRD Number: 5453678
Current Firm: Cue Financial Group, Inc.
Tracy Hunter (CRD# 5453678) is an Investment Advisor Representative working at Cue Financial Group, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Touchdown Entertainment, Inc.||Los Angeles, CA||Jan 2015 - Current||2|
|Foothill Securities, Inc.||Phoenix, AZ||Aug 2014 - Current||3|
|Cue Financial Group, Inc.-ria||Phoenix, AZ||Jul 2013 - Current||4|
|United Parcel Services||Phoenix, AZ||Nov 2008 - Dec 2014||6|
|Foothill Securities, Inc.||Phoenix, AZ||Aug 2009 - Aug 2014||5|
|Cue Financial Group, Inc.||Phoenix, AZ||Nov 2007 - Aug 2009||1|
|Mfs Investment Mgmt||Phoenix, AZ||Nov 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management383MILLIONS
Total Number of Accounts1,794ACCOUNTS
Average Account Value$213,467
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, MI, MT, NC, NE, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA