David Brian Hunt
Professional Summary
David Brian Hunt is a registered financial advisor currently at HUNT WEALTH MANAGEMENT located in Concord, California. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
HUNT WEALTH MANAGEMENT | HUNT WEALTH MANAGEMENT GROUP, INC.
Contact Information
Main Address
1001 Galaxy Way Suite 203, Concord, CA 94520Phone Number
(925) 279-1102# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
276AUM (Assets Under Management)
$110,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
HUNT WEALTH MANAGEMENT | HUNT WEALTH MANAGEMENT GROUP, INC.
State Registrations and Notice Filings
(7/17/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Brian Hunt's CRS (Customer Relationship Summary).
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