David R. Hunt

MILESTONE WEALTH

Greenville, NC 27858

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CRD#: 1856105

Professional summary

David Roger Hunt, CFP®, who also goes by Dave Hunt, David R Hunt, is a registered financial advisor currently at MILESTONE WEALTH located in Greenville, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Investment Planning

Business Succession Planning

Employee and Employer Plan Ben...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Dave Hunt | David R Hunt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED, 205-D PLAZA DRIVE, GREENVILLE, NC 27858, START 11/06/2012, FIXED TERM LIFE AND DISABILITY, 4 HR/MO., 3 HRS DURING TRADING. 2) INCEPTION MICRO ANGEL FUND, INVESTMENT-RELATED, INVESTMENT POOL-INVESTS IN START UP COMPANIES, MEMBER,01/2013, 1 HR/ MO., 0 HR/ MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Roger Hunt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

February 20, 2018 - Present

MILESTONE WEALTH

Office #1: 500 Red Banks Road Suite D, Greenville, NC 27858

RIA

CRD#: 292797

Greenville, NC

Past

September 25, 2012 - April 2, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENVILLE, NC

Past

September 21, 2012 - April 2, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENVILLE, NC

Past

December 31, 2001 - September 24, 2012

EDWARD JONES

RIA

CRD#: 250

GREENVILLE, NC

Past

July 20, 1988 - September 24, 2012

EDWARD JONES

CRD#: 250

GREENVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE WEALTH

CAPITAL DEVELOPERS, LLC | MILESTONE WEALTH

CRD#: 292797 / SEC#: 801-117021

RIA

Registered Investment Advisory firm - (7/22/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/22/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (8/30/2019 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(4/2/2018)

IAR

Texas
(2/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/19/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/19/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

MILESTONE WEALTH

CAPITAL DEVELOPERS, LLC | MILESTONE WEALTH

CRD#: 292797 / SEC#: 801-117021

RIA

Registered Investment Advisory firm - (7/22/2019 Approved)

Illinois

Registered Investment Advisory firm - (7/22/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (8/30/2019 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2019 Terminated)

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Contact information

Main Address

500 Red Banks Road Suite D, Greenville, NC 27858

Mailing Address

Phone number

(252) 756-7005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILESTONE WEALTH ADV PART 2 BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	646
AUM (Assets Under Management)	$ 198,440,788

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David R. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Roger Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MILESTONE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2003

Series 63

Date: 8/18/1988

SIE

Date: 4/2/2018

Series 7

Date: 7/16/1988

Series 10

Date: 1/19/2013

Series 9

Date: 12/19/2012

Current Firm

MILESTONE WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE WEALTH

TRUST BUT VERIFY

Contact information

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