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Paul Bernard Hunt is an investment advisor representative with HUB Investment Partners, LLC. Paul has been in the industry since 1988. Paul holds Series 7, 63, 24, 4, and 65 licenses, and specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, government entities, charitable organizations, and pooled investment vehicles. Paul has a diverse employment history, having previously worked at TRIAD ADVISORS, INC., SECURITIES AMERICA, INC., and SCOTT & STRINGFELLOW INVESTMENT CORPORATION. Paul's experience and expertise make him a valuable resource for clients seeking to achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
01/30/2025 - Present
HUB Investment Partners, LLC (Glen Allen VA)
VA
06/15/2006 - 10/19/2015
TRIAD ADVISORS, INC. (GLEN ALLEN VA)
VA
09/26/2005 - 06/22/2006
SECURITIES AMERICA, INC. (GLEN ALLEN VA)
OH
05/17/2004 - 10/10/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NJ
04/21/1994 - 05/17/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NC
11/04/1991 - 03/29/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
VA
09/11/1989 - 11/05/1991
SCOTT & STRINGFELLOW INVESTMENT CORPORATION (RICHMOND VA)
NA
01/10/1989 - 08/24/1989
AMOS-LEE SECURITIES, INC.
NA
04/22/1988 - 12/05/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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