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Lathan Shaun Hunter

Ally Invest Advisors

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About Lathan Shaun Hunter

Lathan Shaun Hunter is a financial advisor with Ally Invest Advisors. Lathan has been in the financial industry since March 2017. Lathan is registered as an investment advisor representative (IAR) with Ally Invest Advisors in North Carolina. Lathan has been working at Ally Invest Advisors since February 2022. Prior to joining Ally Invest Advisors, Lathan worked at Wells Fargo Clearing Services. Lathan specializes in providing financial planning and portfolio management services for individuals. Lathan holds Series 7, 9, 10, 24, 63, and 66 licenses. Lathan also holds the SIE designation.

Firm Information

Lathan Hunter is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

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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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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percentage of assets

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

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Lathan Hunter’s Registration & Firm History

NC

02/24/2022 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

03/30/2017 - 07/30/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 02/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/25/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/06/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lathan Shaun Hunter.
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