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PH

Phillip G. Hurst

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CRD#: 846780
PH

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.

Phillip Gordon Hurst, who also goes by Phil Hurst, was a registered financial professional .

Phillip is a previously registered financial professional and started their career in finance in 1977. Phillip had worked at 10 firms and has passed the Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phil Hurst

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 15, 2005 - December 4, 2012

CARDINAL CAPITAL MANAGEMENT, LLC

RIA
CRD#: 135677
MUNCIE, IN
Past

January 14, 1999 - February 28, 2011

HURST FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 122273
MUNCIE, IN
Past

December 10, 1992 - December 31, 2002

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

May 7, 1992 - December 15, 1992

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA
Past

June 20, 1989 - December 31, 1991

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

April 10, 1989 - June 10, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 10, 1988 - April 10, 1989

AMERICAN PACIFIC SECURITIES CORPORATION

BD
CRD#: 5003
Past

October 4, 1985 - February 4, 1988

WINDSOR EQUITY CORPORATION

BD
CRD#: 13093
Past

January 14, 1981 - February 8, 1985

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
Past

December 21, 1977 - January 21, 1981

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/8/1977
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


CC
CARDINAL CAPITAL MANAGEMENT, LLC
CARDINAL CAPITAL MANAGEMENT, LLC

CRD#: 135677 / SEC#:

Florida
Registered Investment Advisory firm - (12/12/2024 Terminated)
Indiana
Registered Investment Advisory firm - (6/15/2005 Approved)
Louisiana
Registered Investment Advisory firm - (5/17/2024 Approved)
Ohio
Registered Investment Advisory firm - (8/17/2022 Approved)
Texas
Registered Investment Advisory firm - (10/18/2012 Conditional Restricted)
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Contact information


Main Address
330 East Main Street, Muncie, IN 47305
Mailing Address
P.o. Box 1791, Muncie, IN 47308-1791
Phone number
(765) 289-8888
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts491
AUM (Assets Under Management)$ 86,539,449

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.

Company Information


CARDINAL CAPITAL MANAGEMENT, LLC

CRD#: 135677

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