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Nathaniel Aaron Hunter

Charles Schwab & CO., Inc.

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About Nathaniel Aaron Hunter

Nathaniel Aaron Hunter is a registered investment advisor representative with Charles Schwab & CO., Inc. Nathaniel has been in the securities industry since July 2019. Nathaniel has been registered with the state of Arizona since August 2019 and with the state of California since August 2019. Nathaniel is also licensed to provide investment advisory services in Arizona and California. Nathaniel specializes in financial planning and selection of other advisors.

Firm Information

Nathaniel Hunter is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Nathaniel Hunter’s Registration & Firm History

AZ

08/19/2019 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 08/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nathaniel Aaron Hunter.
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