David S. Hunter
HORIZONS WEALTH MANAGEMENT
Asheville, NC 28801
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CRD#: 4870351
Professional summary
David S Hunter, CFP® is a registered financial advisor currently at HORIZONS WEALTH MANAGEMENT located in Asheville, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David S 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®
CFP®
Start date: 2004
Experience
Current
January 17, 2007 - Present
HORIZONS WEALTH MANAGEMENT
Office #1: 82 Patton Ave. Suite 206, Asheville, NC 28801RIA
CRD#: 127457
Asheville, NC
Past
October 20, 2004 - January 18, 2007
KENNETH FRENKE & CO
RIA
CRD#: 109352
ARDEN, 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".
HORIZONS WEALTH MANAGEMENT
HORIZONS WEALTH MANAGEMENT | MARTIN, GLEN J. | HORIZONS WEALTH MANAGEMENT, INC.
CRD#: 127457 / SEC#: 801-116722
RIA
Registered Investment Advisory firm - (6/3/2019 Approved)North Carolina
Registered Investment Advisory firm - (6/17/2019 Terminated)South Carolina
Registered Investment Advisory firm - (6/13/2019 Terminated)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(1/17/2007)
IAR
South Carolina(6/18/2008)
IAR
Texas(2/6/2024)
Current Firm
HORIZONS WEALTH MANAGEMENT
HORIZONS WEALTH MANAGEMENT | MARTIN, GLEN J. | HORIZONS WEALTH MANAGEMENT, INC.
CRD#: 127457 / SEC#: 801-116722
RIA
Registered Investment Advisory firm - (6/3/2019 Approved)North Carolina
Registered Investment Advisory firm - (6/17/2019 Terminated)South Carolina
Registered Investment Advisory firm - (6/13/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
82 Patton Ave. Suite 206, Asheville, NC 28801
Mailing Address
Phone number
(828) 337-9395
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 613 |
| AUM (Assets Under Management) | $ 219,485,698 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 | ||
| 02/06/2024 |
Red Flags
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Company Information
HORIZONS WEALTH MANAGEMENT
CRD#: 127457Asheville, NC 28801TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
