Hunter Rich (CRD# 7829282) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has 1 year of experience in the finance industry.
CRD# 2450100
Berthel Fisher & Company Financial Services, Inc.
CRD# 2812609
State Farm Investment Management Corp.
CRD# 7022910
Family Investment Center
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Wealth Concepts | Waltham, MA | Sep 2023 - Current | < 1 |
Nodaway Valley Bank | St. Joseph, MO | Aug 2022 - Sep 2023 | 1 |
Bank Of Weston | Weston, MO | Jul 2022 - Aug 2022 | < 1 |
Usa Mortgage | Columbia, MO | Jun 2021 - Jun 2022 | 1 |
Nodaway Valley Bank | St. Joseph, MO | Feb 2016 - Jun 2021 | 5 |
Best Buy | St. Joseph, MO | Oct 2015 - Feb 2016 | < 1 |
Commerce Bank | St. Joseph, MO | Jun 2014 - Sep 2015 | 1 |
Hy-vee | St. Joseph, MO | Oct 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MO
-
Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
-
Average Account Value$278,622
- 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)
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, VT, WA, WI, WV, WY
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