David J. Hunter

FIRST LIGHT WEALTH

HERSHEY, PA 17033

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CRD#: 6243361

Professional summary

David James Hunter, CFP® is a registered financial advisor currently at FIRST LIGHT WEALTH located in Hershey, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James 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^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 21, 2023 - Present

FIRST LIGHT WEALTH

Office #1: 405 E Chocolate Ave Suite 101 A, Hershey, PA 17033

RIA

CRD#: 325471

HERSHEY, PA

Past

July 7, 2014 - March 2, 2023

STOUT BOWMAN

RIA

CRD#: 130631

MECHANICSBURG, PA

Past

June 16, 2014 - July 17, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LANCASTER, PA

Past

September 11, 2013 - July 17, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LANCASTER, PA

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

Pennsylvania
(4/21/2023)

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: 10/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/11/2013

General Securities Representative Examination

Current Firm

FIRST LIGHT WEALTH

FIRST LIGHT WEALTH | FIRST LIGHT WEALTH, LLC

CRD#: 325471 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/21/2023 Approved)

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Contact information

Main Address

405 E Chocolate Ave Suite 101 A, Hershey, PA 17033

Mailing Address

Phone number

(717) 473-7617

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 36,329,430

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST LIGHT WEALTH

STOUT BOWMAN

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2013

Series 7

Date: 9/11/2013

Current Firm

FIRST LIGHT WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIRST LIGHT WEALTH

TRUST BUT VERIFY

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