Hunter
Lloyd

49 Financial

CRD#6235656
Investment Advisor
in Austin, TX

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About this Advisor

Hunter Lloyd is a financial advisor based in Austin, Texas, working with 49 Financial. Hunter has previously held positions at Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC, 49 Wealth Management LLC, Oakwood Capital Securities, Inc, and Axa Advisors, LLC. Hunter has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Hunter is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

916 S Capital Of Texas Highway Suite 2.100
Austin, TX 78746

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

TX Average: $3,042,739,679
Total Number of Employees

103

TX Average: 49
Total Number of Accounts

3,364

TX Average: 2,315
Average Account Size

$168,317

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Hunter Lloyd Work History

2024 - Present (1 year)

Oakwood Capital Securities, Inc

2023 - Present (2 years)

49 Wealth Management LLC

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC

2019 - 2024 (5 years)

Purshe Kaplan Sterling Investments, Inc

2013 - 2019 (6 years)

Axa Advisors, LLC

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Disclosures

Please visit the SEC profile of Hunter Lloyd 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 49 Financial

Taylor Funke
Jacksonville Beach, FL
Banks Wilson
Austin, TX
Jon Webb
Rogers, AR
Cole Pettis
Prosper, TX
Mitchell Roper
Austin, TX
Michael Defrees
Austin, TX
Chase Carlson
Houston, TX
Hunter Favorite
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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