HW
CFP
HW
CFP

Hunter Alan Woody

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Included in AUM fee
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Location

5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024

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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 Activities

Hunter is the VP of Finance at Woody Contractors, a construction company, since 2022. This activity involves processing year-end financial reports and takes about 10-20% of Hunter's time.

Employment History
Current Registrations
Bok Financial Private Wealth, INC.
February 2023 - Present · 3 yrs
Bok Financial Advisors
January 2023 - Present · 3 yrs 1 mo
Bok Financial Securities, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Bok Financial Private Wealth, INC.
January 2023 - February 2023 · 1 mo
Wells Fargo Clearing Services, LLC
November 2017 - January 2023 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2017 - January 2023 · 5 yrs 2 mos
Northwestern Mutual Investment Services,llc
May 2015 - November 2017 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
February 2015 - November 2017 · 2 yrs 9 mos
State Registrations7 states
CACOILMIMOOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Hunter Alan Woody - Financial Advisor | TrueAdvisor