BH
Barry A. Hunter
VICUS CAPITAL
Charleston, WV 25311
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CRD#: 2286713
BH
Professional summary
Barry Alan Hunter, ChFC®, CLU® is a registered financial advisor currently at VICUS CAPITAL, INC. located in Charleston, West Virginia.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Barry has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
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.
1) OWNER OF BARRY A. HUNTER PROPERTY MANAGEMENT SINCE 1992-RENTAL PROPERTY. LOCATION: 1434/1436 GREENBRIER STREET, CHARLESTON, WV 25311. SPENDS 8 HOURS/ MONTH DURING TRADING HOURS. NOT INVESTMENT RELATED. 2) Hunter Insurance & Financial, 1434 Greenbrier Street, Charleston, WV, 25311, Solicit, sell, service fixed insurance. Also use as dba for fee based advisory business. Investment related. Business conducted during market hours. Approx. 30-40 hours a week. Activity began in 1994. 3) APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE/ ANNUITY PRODUCTS AS WELL AS PROPERTY/CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION. 4) Fixed insurance business with various companies, including Managing General Agents, Inc., located in State College, PA, Investment related, business conducted at registered location, hours per week varies, hours during market hours vary, includes life, disability, long term care and annuities. 5) Board member of Roane County Chamber of Commerce, Started in 2012, 204 Court Street, Spencer, WV 25276. Helps to enhance business related activities. Not investment related. 6) Vice President of Woodbridge HOA, Started in 2016, 403 Woodbridge Drive, Charleston, WV 25311. Not investment related. 7) Charleston Estate Planning Council, Not investment related, 500 Lee St E, Charleston, WV 25301, Not-for-profit association, Board Member, Started in 2021, 1 Hour per week during trading hours, Plan organization meeting agendas and speakers, discuss finances of the organization, and recruiting.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Alan 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®
Experience
Current
July 6, 2020 - Present
VICUS CAPITAL, INC.
Office #1: 1434 Greenbrier Street, Charleston, WV 25311RIA
CRD#: 116021
Charleston, WV
Past
November 24, 1992 - July 1, 2020
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
CHARLESTON, WV
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".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)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
West Virginia(7/6/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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Company Information
VICUS CAPITAL, INC.
CRD#: 116021Charleston, WV 25311TRUST BUT VERIFY
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