Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Boyd Hunt is an investment advisor representative with OneDigital Investment Advisors. She is based in Atlanta and holds Series 6, 7, 24, 63, and 65 licenses. Stephanie has over 20 years of experience in the financial services industry, and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Stephanie is passionate about helping her clients achieve their financial goals. She believes in a personalized approach, tailoring her services to meet each client's unique needs. Prior to joining OneDigital, Stephanie worked with Triad Advisors, LPL Financial, NRP Financial, American Securities Group, Wachovia Securities, State Farm VP Management Corp, BACAP Distributors, and Stephens Inc.
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.
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
GA
02/02/2021 - Present
Onedigital Investment Advisors (Atlanta GA)
GA
02/12/2021 - 12/31/2022
TRIAD ADVISORS LLC (Atlanta GA)
GA
07/28/2017 - 03/08/2021
LPL FINANCIAL LLC (ATLANTA GA)
GA
02/05/2008 - 11/29/2010
NRP FINANCIAL, INC. (ATHENS GA)
GA
04/03/2006 - 08/29/2007
AMERICAN SECURITIES GROUP, INC. (ATHENS GA)
MO
04/26/2004 - 04/04/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
02/25/2003 - 06/13/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NC
08/27/2001 - 01/22/2003
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
01/26/2000 - 08/30/2000
STEPHENS INC. (LITTLE ROCK AR)
BC
Issued 09/01/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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