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William Warren Hundley

BMO Capital Markets Corp.

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About William Warren Hundley

William Warren Hundley is a financial professional with over 12 years of experience in the industry. William is currently registered with BMO Capital Markets Corp. and holds Series 63, SIE, 62, and 79 licenses. William has previously worked with BOK FINANCIAL SECURITIES, INC. and E-SPECTRUM ADVISORS LLC. William's expertise spans across various financial markets, and William is currently registered in 50 states and the District of Columbia. William is a dedicated professional committed to providing personalized financial advice to individuals and institutions.

Firm Information

William Hundley is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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other

Fees for securities trading ideas and research

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William Hundley’s Registration & Firm History

TX

01/26/2022 - Present

BMO Capital Markets Corp. (Dallas TX)

TX

01/25/2016 - 12/31/2021

BOK FINANCIAL SECURITIES, INC. (Dallas TX)

TX

04/02/2013 - 05/27/2016

E-SPECTRUM ADVISORS LLC (DALLAS TX)

TX

12/09/2010 - 04/02/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2014

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 12/04/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Warren Hundley.
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