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Stephanie Ann Hunter

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Cranberry TWP, PA

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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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Other Business ActivitiesSells Insurance

Stephanie is an insurance agent, spending minimal time selling insurance. She also works full-time as a financial advisor with ORG Partners, meeting with clients and creating financial plans.

Employment History
Current Registrations
Org Partners
October 2024 - Present · 1 yr 4 mos
Previous Registrations
The Leaders Group, INC.Broker
February 2025 - April 2025 · 2 mos
Cetera Investment Advisers LLC
June 2023 - October 2024 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
November 2012 - October 2024 · 11 yrs 11 mos
Cetera Advisor Networks LLC
November 2012 - June 2023 · 10 yrs 7 mos
Wells Fargo Advisors, LLCBroker
May 2011 - November 2012 · 1 yr 6 mos
Wells Fargo Advisors, LLC
May 2011 - November 2012 · 1 yr 6 mos
PNC InvestmentsBroker
January 2004 - May 2011 · 7 yrs 4 mos
PNC Investments
January 2004 - May 2011 · 7 yrs 4 mos
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - January 2004 · 4 yrs 9 mos
PNC Brokerage CORPBroker
March 1998 - April 1999 · 1 yr 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.