Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hunter is a financial advisor with Avantax Advisory Services. Gregory has been in the industry since February 1999. Gregory has a Series 7, Series 66, and SIE license. Gregory is registered in California, Georgia, Kentucky, Nevada, South Carolina, Texas, Utah and Washington. Gregory is also a Certified Public Accountant. Gregory is currently a Managing Partner at Hunter & Company, Certified Public Accountants, LLP, a President at Hunter & Company, CPA's, APC, and a Managing Member at Hunter Payroll Services, LLC. Gregory is also a Financial Planner and a Fixed Indexed Annuities Agent. Gregory is licensed to sell insurance in California.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/01/2025 - Present
Avantax Advisory Services (Dallas TX)
CA
02/19/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (WALNUT CREEK CA)
BOTH
Issued 01/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Hunter is the right advisor for you? Invested Better is here to help.
