Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shaun Hunter is a financial advisor registered with the state of Connecticut. He is currently employed by OneDigital Investment Advisors, a firm that provides financial advisory services to individuals, businesses, and institutions. David has been in the financial industry since 2008. He has held previous positions with Ameriprise Financial Services, Inc., Triad Advisors LLC, and Future Benefits, Inc. David has obtained the Series 7 and Series 66 licenses, and the Securities Industry Essentials (SIE) exam. David's firm, OneDigital Investment Advisors, is based in Overland Park, Kansas and manages over $107 billion in assets. The firm serves a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and individuals. David has a strong track record of providing financial advice to clients and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
05/07/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CT
10/02/2018 - 12/31/2019
TRIAD ADVISORS LLC (CHESHIRE CT)
CT
08/03/2016 - 09/13/2018
AMERIPRISE FINANCIAL SERVICES, INC. (MILLDALE CT)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Hunter is the right advisor for you? Invested Better is here to help.
