HL
HL

Hunter Lloyd

12 Years of Experience
Austin, TX
BrokerSells Insurance

Hunter Lloyd is a registered investment advisor, based in Austin, TX, with 12 years of industry experience.

Location

3711 S Mopac Expy, Suite 150, Austin, TX, 78746

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Hunter is an Investment Adviser Representative at 49 Wealth Management, dedicating most of his time to this role. He is also a Fixed Insurance Sales Agent through 49 Financial and a Registered Representative at Oakwood Capital Group, spending about 10% of his time and minimal time, respectively, on these roles.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 4 mos
49 Financial
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - January 2024 · 4 yrs 3 mos
AXA Advisors, LLC
October 2013 - October 2019 · 6 yrs
AXA Advisors, LLCBroker
September 2013 - October 2019 · 6 yrs 1 mo
State Registrations33 states
ALARAZCACOCTFLGAILINKSKYLAMAMIMNMOMSNCNENVNYOHOKORPAPRSCSDTXVAWAWI
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.