HG
Hunter Guthrie
COHO ADVISORY SERVICES
Anchorage, AK 99503
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CRD#: 7058082
HG
Professional summary
Hunter Guthrie is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Anchorage, Alaska.
Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Hunter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
1) LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * COHO FINANCIAL GROUP; INV REL; SAME AS BRANCH; INSURANCE SALES; AGENT; START DATE=11/2017; HRS/MO=40; TRADING HRS/MO=40; INSURANCE SALE AND SERVICE * DOORDASH: 8900 WOODSTOCK CIR, ANCHORAGE, AK 99503; FOOD DELIVERY; DRIVER; START DATE=09/2020; HRS/MO=6; TRADING HRS/MO=0; DELIVERING FOOD TO CUSTOMERS * GUTHRIE COMPANY LIMITED; NON INV REL; 8900 WOODSTOCK CIR, ANCHORAGE, AK 99503; CREATED FOR REAL ESTATE; OWNER; START DATE=06/2021; HRS/MO=0; TRADING HRS/MO=0; INACTIVE CORPORATION * NAIFA ALASKA; NON INV REL; SAME AS BRANCH; ORGANIZATION PROMOTING AND PROTECTING THE INSURANCE AND INVESTMENT WORLD; DIRECTOR; START DATE=7/2022; HRS/MO=5; TRADING HRS/MO=3; HELP MAINTAIN BOOKS 2) Life and Disability Insurance Sales. I receive bonuses based upon production. 3) DoorDash as a food delivery driver on off hours from Investment related activities 4) Guthrie Company Limited; President; Investment Related: No; 8900 Woodstock Cir Anchorage AK 99502; An opened corporation that generates no income and holds no assets; Duties: Owner; 2020-06-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Guthrie'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®
NoneExperience
Current
August 2, 2023 - Present
COHO ADVISORY SERVICES, LLC
Office #1: 3150 C Street Suite 240, Anchorage, AK 99503RIA
CRD#: 325710
Anchorage, AK
Past
February 28, 2023 - June 27, 2023
AMERITAS ADVISORY SERVICES, LLC
RIA
CRD#: 317245
Anchorage, AK
Past
January 9, 2023 - June 27, 2023
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Anchorage, AK
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
Alaska(8/2/2023)
IAR
Nevada(10/6/2023)
IAR
Texas(9/26/2023)
IAR
Washington(5/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CA
COHO ADVISORY SERVICES, LLC
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP
CRD#: 325710 / SEC#:
Alaska
Registered Investment Advisory firm - (5/3/2023 Approved)California
Registered Investment Advisory firm - (12/4/2024 Approved)Colorado
Registered Investment Advisory firm - (11/15/2024 Approved)Idaho
Registered Investment Advisory firm - (3/15/2024 Approved)Nevada
Registered Investment Advisory firm - (10/3/2023 Approved)Oregon
Registered Investment Advisory firm - (2/4/2025 Approved)Texas
Registered Investment Advisory firm - (9/26/2023 Approved)Washington
Registered Investment Advisory firm - (5/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3150 C Street Suite 240, Anchorage, AK 99503
Mailing Address
Phone number
(907) 333-2646
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 232 |
| AUM (Assets Under Management) | $ 36,593,947 |
Red Flags
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