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Registry Member Since 2009

David Hunter

Horizons Wealth Management, Inc.

My Philosophy My Articles My Disclosures
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Paladin Quality Rating: 5 Stars

PRC Certified: View Findings Report

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Horizons Wealth Management, Inc.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 13 Years
Certifications & Designations
College Degrees
  • Western Carolina University - BSBA
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - North Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Business

Location
  • 82 Patton Ave., Suite 202
    Asheville, North Carolina, 28801
Additional Locations
  • Greenville, South Carolina
Telephone
  • 828.337.9395
Website
Number of Clients
  • 57 client families
Amount of Assets
  • $26,500,000
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Insurance Products
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Insurance Products
  • Tax Advice & Services
Types of Clients
  • Individuals
  • Other
  • Foundations
  • Businesses
Limited Engagement Services
  • Planning Only (Do not require assets)
  • Financial Plan Reviews
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Shareholders Service Group
  • Scottrade
  • Motif
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Bi-Monthly)
  • Newsletters (Bi-Monthly)
Firm/Team Information

The following information is for advisors who are part of a firm (multiple professionals, same employer) or a team (multiple professionals, different employers)

  • Number of professionals 2
  • Combined years of experience 28
  • Combined degrees 3
  • Combined certifications 2

I certify the information in this research report is accurate and current.

Advisor Name: David Hunter
Most Recent Update: Sep 14, 2014

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