Unclaimed
David W Hunt is a financial advisor registered with LPL Financial LLC and Applied Capital Management, LLC. David has been working in the financial services industry since August 2009. David is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. David is registered in 26 states and the District of Columbia. David provides financial planning and consulting services through Applied Capital Management, LLC, an independent investment advisor firm.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
02/03/2020 - Present
LPL Financial LLC (LONDONDERRY NH)
NH
08/17/2009 - 02/05/2020
SAGEPOINT FINANCIAL, INC. (LONDONDERRY NH)
BOTH
Issued 10/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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