Wesley
Hunter
Bison Wealth, LLC
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About this Advisor
Wesley Hunter is a financial advisor working out of Lake Mary, Florida with 1 year of relevant experience. Hunter is currently employed by Bison Wealth, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bison Wealth, LLC, Metric Financial, Inc, Raft Integrations, LLC, Florida State Services and Hunter Alliance Capital, LLC. Hunter holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Florida and Georgia. Bison Wealth, LLC is an advisory business based in Atlanta, GA. The company has offices in 17 locations and a total of 42 financial advisors. It has $1 billion in total assets between its 3,402 accounts, making it one of the bigger firms in the country by assets under management. Of its 3,402 customer accounts, 63% belong to high-net-worth individuals who have at least $1 million in investable assets. Bison Wealth, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services are offered. However, fees charged by Bison Wealth, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,218,215,159
42
3,402
$358,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Wesley Hunter Work History
Wesley has been registered as a financial advisor for 1 years.*
Bison Wealth, LLC
Metric Financial, Inc
Raft Integrations, LLC
Florida State Services
Hunter Alliance Capital, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Hunter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bison Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Selah, WA
Gainesville, GA
Atlanta, GA
Atlanta, GA
Lake Mary, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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