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Hunter Ray Lloyd

49 Financial

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About Hunter Ray Lloyd

Hunter Lloyd is an investment advisor representative at 49 Financial, a firm based in Austin, Texas. Hunter has been a registered representative since 2013 and is licensed in 32 states. Hunter is also a fixed insurance sales agent through Financial Independence Group. Hunter has experience in both individual and small business client services, and has been advising clients since 2013.

Firm Information

Hunter Lloyd is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hunter Lloyd’s Registration & Firm History

TX

01/03/2023 - Present

49 Financial (AUSTIN TX)

TX

10/28/2019 - 01/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

TX

09/10/2013 - 10/29/2019

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 09/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hunter Ray Lloyd.
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