Katelyn Hunter, financial advisor San Luis Obispo CA

Katelyn Hunter

CRD Number: 7117080
Current Firm: Prossimo Advisors LLC

Katelyn Hunter (CRD# 7117080) is an Investment Advisor Representative working at Prossimo Advisors LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Palmer & Hunter Los Angeles, CA May 2019 - Current 5
Prossimo Advisors, LLC San Luis Obispo, CA Jan 2019 - Current 5
Maternity Leave Chicago, IL Jun 2018 - Dec 2018 < 1
Lombardi & Donohue LLP Los Angeles, CA Sep 2011 - May 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Katelyn B. Hunter
Phone Number: 805-548-2800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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