Chad Hunt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Covington, LA, with 28 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Northpark One, Ste 208, 106 Park Place, Covington, LA, 70433
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Chad operates Hunt Wealth Strategies as a DBA for his LPL business and is the head coach for track and cross country at Christ Episcopal School, dedicating about 10-20% of his time to coaching. He also owns CAH Properties, LLC (real estate rental), CHJR, LLC, and Business Dynamics, LLC, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations14 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.
Exams
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