HM
HM
Hunter Medlen is a registered investment advisor at Cetera Investment Advisers LLC, based in Zachary, LA, with 12 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
Zachary, LA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Prudential Financial Planning Services
June 2017 - October 2024 · 7 yrs 4 mos
Pruco Securities, LLC.Broker
March 2017 - October 2024 · 7 yrs 7 mos
Park Avenue Securities LLCBroker
February 2016 - February 2017 · 1 yr
Park Avenue Securities LLC
February 2016 - February 2017 · 1 yr
Sagepoint Financial, INC.
October 2015 - January 2016 · 3 mos
Sagepoint Financial, INC.Broker
September 2015 - January 2016 · 4 mos
Capital One Advisors, LLC
April 2015 - August 2015 · 4 mos
Capital One Investing, LLCBroker
April 2015 - August 2015 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - February 2015 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - February 2015 · 1 yr 9 mos
State Registrations2 states
LAMS
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.