Unclaimed
John William Hunt is a financial advisor with LPL Financial LLC. John has been in the financial services industry since May 1987 and has a strong track record of providing investment advice and financial planning services. John has worked for several firms in the past, including Wells Fargo Clearing Services, LLC, Morgan Stanley, and Citigroup Global Markets Inc. John is currently registered with LPL Financial LLC in Colorado and Texas.
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
CO
09/14/2022 - Present
LPL Financial LLC (TELLURIDE CO)
GA
02/21/2014 - 06/24/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
06/01/2009 - 03/05/2014
MORGAN STANLEY (ATLANTA GA)
CO
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TELLURIDE CO)
GA
05/21/1987 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 07/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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