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Susan Lynn Packard

Hunter Associates LLC

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About Susan Lynn Packard

Susan Lynn Packard is a registered representative with Hunter Associates LLC. Susan has been in the financial services industry since January 1992 and has been with Hunter Associates LLC since January 1995. Susan holds the Series 7 and Series 63 securities licenses. Prior to joining Hunter Associates LLC, Susan was employed by PARKER/HUNTER INCORPORATED and CHAPLIN-MULLAUGH, INCORPORATED.

Firm Information

Susan Packard is currently registered with Hunter Associates LLC. Hunter Associates LLC is a Limited Liability Company based in Pittsburgh, PA, that was formed in 2016. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors and manager of managers services. Hunter Associates LLC has 12 investment advisor representatives and manages approximately $1.01 billion in regulatory assets under management. The firm has offices in Pittsburgh, PA and is registered with the SEC and in 38 states.
Hunter Associates LLC

436 SEVENTH AVENUE

PITTSBURGH, PA 15219-1818

$1.01B

Assets Under Management

2

Total Clients

19

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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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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manager of managers

Manager of managers

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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percentage of assets

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

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Susan Packard’s Registration & Firm History

PA

01/24/1995 - Present

Hunter Associates LLC (PITTSBURGH PA)

PA

05/16/1994 - 10/18/1994

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

PA

10/07/1991 - 05/18/1994

CHAPLIN-MULLAUGH, INCORPORATED (SEWICKLEY PA)

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Licenses & Designations

BC

Issued 11/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Lynn Packard.
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