Harold Hunt
Harold Hunt is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Arnold, MD, with 26 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1298 Bay Dale Drive, Ste 201, Arnold, MD, 21012
Get directionsHistory
Regulatory History (2)
Regulatory
November 2012Employment Separation After Allegations
July 2012Other Business ActivitiesSells Insurance
Harold works as an insurance sales representative and financial advisor, dedicating a few hours per week and about half of his time, respectively, to these roles. He also works as an adjunct professor at Anne Arundel Community College, spending a few hours per week teaching courses.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Cantella & CO., INC.
Cantella & CO., INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Aig Retirement Advisors, INC.Broker
Aig Retirement Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Medallion Investment Services, INC.Broker
First Maryland Brokerage CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
NationssecuritiesBroker
State Registrations11 states
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.