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Gregory Hunter

27 Years of Experience
Napa, CA
BrokerSells Insurance

Gregory Hunter is a registered investment advisor, based in Napa, CA, with 27 years of industry experience.

Location

2180 Jefferson Street, Suite 204, Napa, CA, 94559

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Gregory is a managing partner at Hunter & Company, Certified Public Accountants, LLP, and president of Hunter & Company, CPA's, APC, dedicating nearly full-time to the former. He also sells fixed indexed annuities and insurance products through Avantax Insurance Agency, spending minimal time on each.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
March 2000 - October 2019 · 19 yrs 7 mos
1st Global Capital CORP.Broker
February 1999 - October 2019 · 20 yrs 8 mos
State Registrations6 states
CAGAKYNVSCTX
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.
Gregory Hunter - Financial Advisor | TrueAdvisor