Hunter
Satterfield

Cain, Watters & Associates, LLC

CRD#5635933
Investment Advisor
in Plano, TX

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About this Advisor

Hunter Satterfield is a financial advisor operating in Plano, Texas with a total of 14 years of industry experience. Satterfield works at Cain, Watters & Associates, LLC. They have worked at Cain, Watters & Associates, Llc for their total career. Satterfield maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Louisiana and Texas. Cain, Watters & Associates, LLC is an advisory business based out of Frisco, TX. The firm has a total of 265 advisors. It manages $3 billion in total assets among its 7,784 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 7,784 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the services. However, fee types billed by Cain, Watters & Associates, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6900 Dallas Parkway Ste 500
Plano, TX 75024

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Cain, Watters & Associates, LLC Brokerage Details

Total Assets Under Management

$2,664,713,561

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

265

TX Average: 49
Total Number of Accounts

7,784

TX Average: 2,315
Average Account Size

$342,332

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Hunter Satterfield Work History

Hunter has been registered as a financial advisor for 14 years.*

2007 - Present (17 years)

Cain, Watters & Associates, P.L.L.C

*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 Hunter Satterfield 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 Cain, Watters & Associates, LLC

Jonathan Perry
Frisco, TX
Brittany Frazier
Frisco, TX
Kevin Cheng
Frisco, TX
Amanda Fiveash
Frisco, TX
Mason Stern
Plano, TX
Matthew Clynch
Frisco, TX
Kellee Harrigan
Frisco, TX
Angela Svitak
Frisco, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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