Alfred C. Hunt

COREPATH WEALTH PARTNERS LLC

Salem, OR

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CRD#: 5911290

Professional summary

Alfred Cameron Hunt, CFA, CFP®, who also goes by Cameron Hunt, is a registered financial advisor currently at COREPATH WEALTH PARTNERS LLC located in Salem, Oregon.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alfred has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Hunt

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) Helo Properties LLC; Type of business: Real Estate Co.; Portland, OR; Start date: 1/1/2009; Part Owner; Hours per week: 0; Hours during trading: 0; None 2) Navigator Real Estate; Type of business: investing in commercial property; Start date: 5/2022; 50% Ownership; Hours per week: 2; Hours during trading: 0; Maintain property 3) Licensed Insurance Agent; Not investment-related; Silverton, OR 97381; Insurance Sales; Implementation of Insurance Recommendations; Approx. 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Cameron Hunt'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 8, 2024 - Present

COREPATH WEALTH PARTNERS LLC

RIA

CRD#: 299951

Salem, OR

Past

March 5, 2018 - May 10, 2024

EDWARD JONES

RIA

CRD#: 250

SALEM, OR

Past

March 5, 2018 - May 10, 2024

EDWARD JONES

CRD#: 250

SALEM, OR

Past

November 17, 2016 - January 16, 2018

CITY NATIONAL SECURITIES, INC.

RIA

CRD#: 103705

North Hollywood, CA

Past

November 16, 2016 - January 16, 2018

CITY NATIONAL SECURITIES, INC.

CRD#: 103705

North Hollywood, CA

Past

July 5, 2012 - November 16, 2016

CITY NATIONAL ROCHDALE

RIA

CRD#: 117198

BEVERLY HILLS, CA

Past

August 19, 2011 - November 16, 2016

CNR SECURITIES, LLC

CRD#: 18466

BEVERLY HILLS, CA

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".

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 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

Oregon
(5/8/2024)

IAR

Texas
(9/12/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/28/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/2011

General Securities Representative Examination

Current Firm

COREPATH WEALTH PARTNERS LLC

COREPATH WEALTH MANAGEMENT LLC | COREPATH WEALTH PARTNERS LLC

CRD#: 299951 / SEC#: 801-114567

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

7114 E. Stetson Drive Suite #205, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 448-0334

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREPATH DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	864
AUM (Assets Under Management)	$ 217,891,813

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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Firm Stability Insights

Alfred C. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Cameron Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

CITY NATIONAL SECURITIES, INC.

CITY NATIONAL SECURITIES, INC.

CITY NATIONAL ROCHDALE

CNR SECURITIES, LLC

Primary Firm SEC Registration

COREPATH WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/17/2011

Current Firm

COREPATH WEALTH PARTNERS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREPATH WEALTH PARTNERS LLC

TRUST BUT VERIFY

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