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Jacquelyn Carson Hunt

Equity Advisors, LLC

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About Jacquelyn Carson Hunt

Jacquelyn Carson Hunt is an investment advisor representative with Equity Advisors, LLC. Jacquelyn has been in the industry since 2003 and has a diverse background in financial services. In addition to her role at Equity Advisors, LLC, Jacquelyn also serves as a Vice President of Marketing for Tax Strategies Marketing and an Insurance Agent for various companies. Jacquelyn's experience and knowledge allow her to provide comprehensive financial advice to individuals and businesses. Jacquelyn is registered with the state of California, Nevada and North Carolina.

Firm Information

Jacquelyn Hunt is currently registered with Equity Advisors, LLC. Equity Advisors, LLC is an investment advisor with 5 licensed agents and 5 investment adviser representatives. They manage approximately $18.7 million in regulatory assets under management for 48 individual clients. The firm offers portfolio management for individuals and provides consulting services.

$18.74M

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

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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percentage of assets

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

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other

Referral fees

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Jacquelyn Hunt’s Registration & Firm History

NV

02/07/2020 - Present

Equity Advisors, LLC (ZEPHER COVE NV)

NC

03/04/2004 - 02/06/2020

PFS INVESTMENTS INC. (DURHAM NC)

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Licenses & Designations

IA

Issued 08/16/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacquelyn Carson Hunt.
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