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Hunter Guthrie

COHO ADVISORY SERVICES
ANCHORAGE, AK
·CRD# 7058082·6 years experience

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.

At a Glance

Always Fiduciary

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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

COHO ADVISORY SERVICES, LLC·CRD# 325710
RIA
3150 C Street Suite 240, Anchorage, AK 99503
August 2, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
Anchorage, AK
February 28, 2023 - June 27, 2023
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Anchorage, AK
January 9, 2023 - June 27, 2023

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Current Firm

CA
COHO ADVISORY SERVICES, LLC

COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS

CRD#: 325710
Alaska
Registered Investment Advisory firm - Alaska (5/3/2023 Approved)
California
Registered Investment Advisory firm - California (12/4/2024 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/15/2024 Approved)
Idaho
Registered Investment Advisory firm - Idaho (3/15/2024 Approved)
Missouri
Registered Investment Advisory firm - Missouri (8/6/2026 Approved)
Nevada
Registered Investment Advisory firm - Nevada (10/3/2023 Approved)
Oregon
Registered Investment Advisory firm - Oregon (2/4/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (9/26/2023 Approved)
Washington
Registered Investment Advisory firm - Washington (5/10/2024 Approved)

Contact Information

Main Address

3150 C Street Suite 240, Anchorage, AK 99503

Phone Number

(907) 333-2646

# of Employees

6

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

310

AUM (Assets Under Management)

$52,421,554

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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;

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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.
IAR
Alaska
(8/2/2023)
IAR
Nevada
(10/6/2023)
IAR
Texas
(9/26/2023)
IAR
Washington
(5/10/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

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