Joseph Hunt
Joseph Hunt is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Alpharetta, GA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
10000 Avalon Blvd, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2023Judgment / Lien
February 2023Customer Dispute
April 2020Other Business Activities
Joseph helps with his wife's jewelry and design business, Shiver and Duke LLC, dedicating about 10-20% of his time. He also assists with marketing and advertising for Hunt Marketing LLC, spending a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations15 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.