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Paul Hunter

WCM Investment Management

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About Paul Hunter

Paul Hunter is a financial advisor with over 20 years of experience in the industry. Paul currently works at WCM Investment Management, a firm that provides portfolio management services to individuals, businesses, and investment companies. Paul has a broad range of experience, having previously worked at Jefferies LLC, Morgan Stanley & Co. Incorporated, Wachovia Capital Markets, LLC, Wachovia Securities, LLC, and Raymond James & Associates, Inc.. Paul is registered to provide investment advice in 51 states. Paul specializes in providing financial advice to high-net-worth individuals, investment companies, and pooled investment vehicles.

Firm Information

Paul Hunter is currently registered with WCM Investment Management. WCM Investment Management is an investment advisor headquartered in Laguna Beach, California. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio recommendations to other investment advisors. WCM Investment Management manages approximately $66.61 billion in assets for a diverse client base, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. The firm participates in wrap fee programs.
WCM Investment Management

281 BROOKS STREET

LAGUNA BEACH, CA 92651-2974

$66.61B

Assets Under Management

24

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers

Provide model portfolio recommendations to other investment advisers

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Hunter’s Registration & Firm History

MO

09/20/2021 - Present

WCM Investment Management (St. Louis MO)

IL

05/29/2018 - 07/28/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

05/20/2009 - 05/10/2018

JEFFERIES LLC (CHICAGO IL)

IL

11/09/2005 - 05/21/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

NC

07/01/2003 - 08/30/2005

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

06/25/2001 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

FL

10/23/1997 - 07/02/1999

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Hunter.
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