Kathryn
Hunteman

Isc Advisors, Inc

CRD#2320464
Investment Advisor
in Dallas, TX
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About this Advisor

Kathryn Hunteman is a chartered financial consultant working in Dallas, Texas, with a total of 10 years in the industry. Hunteman is an employee of Isc Advisors, Inc. Throughout their career, they have worked at State Farm Insurance, State Farm Vp Management Corp and Institutional Securities Corp. Hunteman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, Texas and Florida. Isc Advisors, Inc is an advisory firm headquartered in Dallas, Texas. The company has offices in 14 locations and a total of 37 advisors. It has $869 million in assets among its 1,235 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,235 customer accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in assets. Isc Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely are based on the type of services. However, fees charged by Isc Advisors, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3500 Oak Lawn Ave Ste 400
Dallas, TX 75219

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Isc Advisors, Inc Brokerage Details

Total Assets Under Management

$868,976,036

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

37

TX Average: 49
Total Number of Accounts

1,235

TX Average: 2,315
Average Account Size

$703,624

TX Average: $1,314,358

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kathryn Hunteman Work History

Kathryn has 10 years of experience.

2017 - Present (2 years)

Institutional Securities Corp

2008 - 2016 (8 years)

State Farm Insurance

2008 - 2016 (8 years)

State Farm Vp Management Corp

Disclosures

Kathryn Hunteman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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