RH
RH

Rex Hunsaker

31 Years of Experience
Boston, MA
Broker

Rex Hunsaker is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 31 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
190 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.

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Location

290 Congress Street, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
January 2009 - Present · 17 yrs 4 mos
Columbia Management Investment Distributors, INC.
January 2009 - Present · 17 yrs 4 mos
Columbia Management Investment Distributors, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Riversource Distributors, INC.Broker
June 2007 - January 2009 · 1 yr 7 mos
Quasar Distributors, LLCBroker
July 2005 - May 2007 · 1 yr 10 mos
Nationwide Investment Services CorporationBroker
December 2000 - April 2005 · 4 yrs 4 mos
Nationwide Advisory Services, INC.Broker
February 2000 - December 2000 · 10 mos
Planco Financial Services, INC.Broker
April 1999 - January 2000 · 9 mos
B. C. Ziegler and CompanyBroker
September 1998 - March 1999 · 6 mos
Painewebber IncorporatedBroker
January 1997 - September 1998 · 1 yr 8 mos
Seattle-Northwest Securities CorporationBroker
May 1994 - February 1997 · 2 yrs 9 mos
State Registrations3 states
IDORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rex Hunsaker - Financial Advisor | TrueAdvisor