Diana Hunter, financial advisor Provo UT
89 score

Diana Hunter

CRD Number: 6186947
Current Firm: Corecap Advisors

Diana Hunter (CRD# 6186947) is an Investment Advisor Representative working at Corecap Advisors in Provo, UT and has over 3 years of experience in the finance industry.

Similar Advisors
Lowell Crabb, financial advisor Provo UT
Lowell C. Crabb
CRD# 5188240
Drive Wealth Management, LLC
Score
98
Similar Advisors
Korey Farr, financial advisor Provo UT
Korey Farr
CRD# 6022381
Navigate Private Wealth, LLC
Score
97
Similar Advisors
Richard Allen, financial advisor Provo UT
Richard R. Allen
CRD# 1139391
Woodbury Financial Services, Inc.
Score
96
Company Name Location Dates Years
Utah Valley University Orem, UT Jan 2001 - Feb 2015 14
Transamerica Financial Advisors, Inc. Orem, UT Apr 2013 - Nov 2014 1
World Financial Group, Inc. Orem, UT Feb 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Diana E. Hunter
Phone Number: 888-296-3360
Registered State(s):
  • MD
  • UT
  • PA
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.