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Registry Member Since 2009

David Hunter

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Paladin Quality Rating: 5 Stars

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My Philosophy My Articles My Disclosures

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
  • 12 Years
Certifications & Designations
College Degrees
  • BSBA
Registrations & Licenses
  • RIA/IAR Registration
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
Social Connections

About My Business

Location
  • 82 Patton Ave., Suite 202
    Asheville, North Carolina, 28801
Telephone
  • 828.337.9395
Website
Number of Clients
  • 54
Amount of Assets
  • $23,500,000
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning
  • Investment
Types of Clients
  • Individuals
  • Other
  • Foundations
  • Businesses
Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Shareholders Service Group
  • Scottrade
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Bi-Monthly)

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

Advisor Name: David Hunter
Most Recent Update: May 12, 2014

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