Catherine Hunter
Catherine Hunter is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2115 Rexford Rd, Ste 430, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is a trustee or successor trustee for Hemphill since 2019, dedicating a few hours per week to this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations20 states
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