Unclaimed
Alfred Cameron Hunt is a financial advisor who has been in the industry since 2011. Alfred holds the Series 66, Series 7 and SIE exams. Alfred is a Certified Financial Planner and a Chartered Financial Analyst. Alfred is currently registered with Corepath Wealth Partners LLC. Alfred has also worked with Edward Jones, City National Securities, Inc., and RIM Securities LLC. Alfred's specializations include asset allocation, investment strategies, retirement planning, and estate planning. Alfred's areas of expertise include portfolio management, financial planning, and insurance. Alfred has a history of working with high net worth individuals and corporations. Alfred is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
09/12/2024 - Present
Corepath Wealth Partners LLC (SCOTTSDALE AZ)
OR
03/05/2018 - 05/10/2024
EDWARD JONES (SALEM OR)
CA
11/16/2016 - 01/16/2018
CITY NATIONAL SECURITIES, INC. (North Hollywood CA)
CA
08/19/2011 - 11/16/2016
RIM SECURITIES LLC (BEVERLY HILLS CA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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