William J. Hunter

WESTWOOD MANAGEMENT CORP

Dallas, TX 75201

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CRD#: 2614495

Professional summary

William J Hunter, CIMA®, who also goes by Bill Hunter, Billy Hunter, William Jakob Hunter, William Jakob Hunter, is a registered financial advisor currently at WESTWOOD MANAGEMENT CORP located in Dallas, Texas and SALIENT CAPITAL L.P. located in Dallas, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. William has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Hunter | Billy Hunter | William Jakob Hunter | William Jakob Hunter

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) Westwood Management Corp.; Investment Related; Dallas, TX; Began 06/26/2019; Sales; Independent Contractor; sales and distribution of funds thru Westwood Holdings Group; 160 hour per month Mr. Hunter is an employee and Investment Adviser Representative of Westwood Management Corp. and an independent contractor and Registered Representative of Foreside Fund Services. 2) KimFrared LLC; Roswell, GA; Non investment related; Start Date 09/11/2021; infrared workout studio; owner; This LLC owns a franchised HotWorx Studio; 0 hours per month with 0 per trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William J Hunter'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 1, 2019 - Present

WESTWOOD MANAGEMENT CORP

Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201

RIA

CRD#: 110269

Dallas, TX

Current

January 5, 2025 - Present

SALIENT CAPITAL L.P.

Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201

CRD#: 147912

Dallas, TX

Past

August 20, 2019 - December 31, 2024

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

June 7, 2010 - May 31, 2019

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

MILTON, GA

Past

June 1, 2010 - May 31, 2019

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

April 23, 2004 - June 3, 2010

VAN KAMPEN ADVISORS INC

RIA

CRD#: 104703

BIRMINGHAM, MI

Past

March 19, 1999 - June 1, 2010

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

August 19, 1998 - March 18, 1999

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

October 2, 1997 - March 19, 1998

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

April 10, 1996 - December 31, 1997

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

November 15, 1995 - February 29, 1996

AMERICAN FRONTEER FINANCIAL CORPORATION

CRD#: 1398

DENVER, CO

Past

June 12, 1995 - November 14, 1995

L.C. WEGARD & CO., INC.

CRD#: 3722

NEW YORK, NY

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".

WESTWOOD MANAGEMENT CORP

CRD#: 110269 / SEC#: 801-18727

RIA

Registered Investment Advisory firm - (4/11/1983 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/5/2025)

Georgia
(1/5/2025)

Kentucky
(1/5/2025)

North Carolina
(1/5/2025)

South Carolina
(1/5/2025)

Tennessee
(1/5/2025)

IAR

Texas
(11/1/2019)

Texas
(1/5/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WESTWOOD MANAGEMENT CORP

CRD#: 110269 / SEC#: 801-18727

RIA

Registered Investment Advisory firm - (4/11/1983 Approved)

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Contact information

Main Address

200 Crescent Court Suite 1200, Dallas, TX 75201

Mailing Address

Phone number

(214) 756-6900

Established

Firm type

Fiscal year end

# of Employees

103

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTWOOD MANAGEMENT CORP. INVESTMENT ADVISER BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 12,802,824,273

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.

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William J. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William J Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALIENT CAPITAL L.P.

FORESIDE FUND SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

VAN KAMPEN ADVISORS INC

INVESCO CAPITAL MARKETS, INC.

DWS DISTRIBUTORS, INC.

BOFA DISTRIBUTORS, INC.

IFMG SECURITIES, INC.

AMERICAN FRONTEER FINANCIAL CORPORATION

L.C. WEGARD & CO., INC.

Primary Firm SEC Registration

WESTWOOD MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2002

Series 63

Date: 6/14/1995

SIE

Date: 10/1/2018

Series 7

Date: 6/9/1995

FINRA

Current Firm

WESTWOOD MANAGEMENT CORP

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTWOOD MANAGEMENT CORP

TRUST BUT VERIFY

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