Hunter M. Hustead
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Hunter Martin Hustead, CFP®, who also goes by Hunter M Hustead, Hunter Hustead, was a registered financial professional .
Hunter is a previously registered financial professional and started their career in finance in 2009. Hunter had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
August 25, 2020 - February 16, 2021
PERSONAL CAPITAL ADVISORS CORPORATION
January 20, 2017 - August 15, 2019
VANGUARD ADVISERS, INC.
January 20, 2017 - August 15, 2019
VANGUARD MARKETING CORPORATION
March 4, 2016 - December 5, 2016
INVESTMENT ADVISORS CORP
February 15, 2016 - December 5, 2016
BROKER DEALER FINANCIAL SERVICES CORP.
July 20, 2009 - February 21, 2014
USAA FINANCIAL PLANNING SERVICES
June 19, 2009 - February 21, 2014
USAA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PERSONAL CAPITAL ADVISORS CORPORATION
CRD#: 155172 / SEC#: 801-72613
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 104,861 |
| AUM (Assets Under Management) | $ 23,087,723,467 |
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.
