CH
CFP
CH
CFP

Chad Hunter

18 Years of Experience
Lake Mary, FL
BrokerSells Insurance

Chad Hunter is a CFP-designated registered investment advisor, based in Lake Mary, FL, with 18 years of industry experience.

Location

605 Crescent Executive Court, Suite 104, Lake Mary, FL, 32746

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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

Chad is involved in several business activities, including Rosterspot, Inc., Hunter Ventures, LLC, WOW Management, LLC, LDR Manufacturing, WOW Anesthesia Services, and QTR Family Wealth, LLC. He also works with Modern Life to provide fixed insurance solutions, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Ifp Securities, LLC
January 2025 - Present · 1 yr 4 mos
Ifp Securities, LLCBroker
January 2025 - Present · 1 yr 4 mos
Qtr Family Wealth, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Bison Wealth, LLC
June 2022 - February 2025 · 2 yrs 8 mos
Metric Financial, LLCBroker
May 2022 - May 2024 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2022 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2022 · 12 yrs 7 mos
Banc of America Investment Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
March 2008 - October 2009 · 1 yr 7 mos
Wachovia Securities, LLC
May 2007 - December 2007 · 7 mos
Wachovia Securities, LLCBroker
March 2007 - December 2007 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Chad Hunter - Financial Advisor | TrueAdvisor