Hunter Lord (CRD# 7074796) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 4 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers, Inc. | Akron, OH | Feb 2022 - Current | 2 |
| Valmark Financial Group | Akron, OH | Jun 2020 - Current | 3 |
| Essential Planning, LLC | Portsmouth, NH | Feb 2019 - Current | 5 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | May 2019 - Jun 2020 | 1 |
| Rothgard Financial Partners | Fortitude Valley, | Jan 2018 - Feb 2019 | 1 |
| Social Brew Cafe | Burleigh Heads, | Aug 2017 - Jan 2018 | < 1 |
| Unemployed | Kittery Point, ME | Jun 2017 - Aug 2017 | < 1 |
| Bates College | Lewiston, ME | Sep 2016 - Jun 2017 | < 1 |
| Kennebunk Savings Bank | Hampton, NH | May 2016 - Sep 2016 | < 1 |
| Bates College | Lewiston, ME | Sep 2015 - May 2016 | < 1 |
| Roberts Maine Grill | Kittery, ME | May 2015 - Sep 2015 | < 1 |
| Bates College | Lewiston, ME | Sep 2014 - May 2015 | < 1 |
| Cajun Lobster | Kittery Point, ME | Jun 2014 - Sep 2014 | < 1 |
| Spectrum Wealth Management | Honolulu, HI | May 2014 - Jun 2014 | < 1 |
| Bates College | Lewiston, ME | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- FL
- ME
- MA
- NH
- NY
- TX
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts1,676ACCOUNTS
-
Average Account Value$225,915
- 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
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, NY, TX, VT
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