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KH

Kyle R. Hunter

HUNTER INVESTMENT SERVICES LLC
PORTLAND, OR
Some features on this profile are disabled
CRD#: 1997908
KH

Professional summary

Kyle Richard Hunter is a registered financial advisor currently at HUNTER INVESTMENT SERVICES LLC located in Portland, Oregon.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kyle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Kyle Richard Hunter is an insurance agent. However, he will not accept compensation for the sale of insurance products to Hunter Investment Services LLC clients. Therefore, no conflicts of interest exist.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Richard Hunter's 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®
None

Experience

Current

November 7, 2024 - Present

HUNTER INVESTMENT SERVICES LLC

RIA
CRD#: 333760
PORTLAND, OR
Past

September 10, 2024 - September 21, 2024

INVESTOR FAN

RIA
CRD#: 159301
PORTLAND, OR
Past

September 12, 2013 - September 19, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Portland, OR
Past

September 12, 2013 - September 19, 2024

MORGAN STANLEY

BD
CRD#: 149777
Portland, OR
Past

July 16, 2007 - September 13, 2013

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 1254
PORTLAND, OR
Past

March 10, 2006 - September 13, 2013

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

August 21, 2000 - March 13, 2006

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PORTLAND, OR

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
Oregon
(11/11/2024)
IAR
Texas
(11/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2000
General Securities Representative Examination

Current Firm

HI
HUNTER INVESTMENT SERVICES LLC
HUNTER INVESTMENT SERVICES LLC

CRD#: 333760 / SEC#:

Oregon
Registered Investment Advisory firm - (11/11/2024 Approved)
Texas
Registered Investment Advisory firm - (11/1/2024 Conditional Restricted)
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Contact information

Main Address
Portland, OR
Mailing Address
Phone number
(503) 522-0665
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 11,362,000

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.

Company Information

HUNTER INVESTMENT SERVICES LLC

CRD#: 333760Portland, OR

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