Raymond James & Associates, Inc

Investment Advisor
in Charlotte, NC
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About this Advisor

Catherine Hunter is a certified financial planner who works out of Charlotte, North Carolina, who has 13 years of experience as a financial advisor. Hunter is an employee of Raymond James & Associates, Inc. Over the course of their career, Hunter has held roles at Ubs Financial Services Inc and Raymond James & Associates, Inc. Hunter has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Raymond James & Associates, Inc is a financial advisory company that has its headquarters in Charlotte, North Carolina. The firm has offices in 422 locations and a total of 13,277 advisors. It manages $143 billion in total assets among its 472,443 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 385 charitable organizations. Of its 472,443 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Raymond James & Associates, Inc performs a number 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 other services. Fees for financial advisory services usually depend on which service is offered. However, fees billed by Raymond James & Associates, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

6805 Morrison Blvd. One Morrocroft Center, # 350
Charlotte, NC 28211

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management


NC Average: $1,855,561,029
Total Number of Employees


NC Average: 62
Total Number of Accounts


NC Average: 2,474
Average Account Size


NC Average: $750,025

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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
  • Other

Catherine Hunter Work History

Catherine has 13 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2013 - 2013 (< 1 year)

Ubs Financial Services Inc

2005 - 2013 (8 years)

Ubs Financial Services Inc


Catherine Hunter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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