Catherine
Hunter

Raymond James & Associates, Inc

CRD#3081461
Investment Advisor
in Charlotte, NC
Are you Catherine Hunter? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Disclosures

No

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

NC Average: 62
Total Number of Accounts

591,180

NC Average: 2,474
Average Account Size

$297,807

NC Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 - 2013 (0 years)

Ubs Financial Services Inc

2013 - Present (6 years)

Raymond James & Associates, Inc

2005 - 2013 (8 years)

Ubs Financial Services Inc

Disclosures

Catherine Hunter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started