Chad Hunt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Slidell, LA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
119 Village St Suite C, Slidell, LA, 70458
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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.