AdvisorOS Directory
Claim Profile
Unclaimed Profile
JH

Joseph Francis Hunter

EQIS CAPITAL MANAGEMENT INC.·SAN RAFAEL, California
SIE, Series 7, Series 8, Series 24, Series 27, Series 53, Series 63Clean recordEQIS CAPITAL MANAGEMENT INC.
1000 4TH ST., STE 650, SAN RAFAEL, CA 94901CRD# 2312607Firm CRD# 126052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Francis Hunter · SAN RAFAEL, CA
Registration
CRD #2312607 · EQIS CAPITAL MANAGEMENT INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 27
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052 · SEC 801-68642
AUM
$2.0B
Regulatory assets under management
Employees
43
13,073 client accounts
Services offered by FREEDOM INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →
Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Joseph Francis Hunter offer?
Joseph Francis Hunter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Joseph Francis Hunter's credentials?
Joseph Francis Hunter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Francis Hunter located?
Joseph Francis Hunter is based in SAN RAFAEL, California, working with EQIS CAPITAL MANAGEMENT INC.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Joseph Francis Hunter charge for services?
Joseph Francis Hunter's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQIS CAPITAL MANAGEMENT INC.?
EQIS CAPITAL MANAGEMENT INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EQIS CAPITAL MANAGEMENT INC.

Scott Christopher Winters
HARTFORD, CT
Anthony Marcus Orestano
SAN RAFAEL, CA
Jeffrey Max Cohen
HARTFORD, CT
Robert Alan Brown
SAN RAFAEL, CA
CFA
Shieva Rajaee
SAN RAFAEL, CA
Susan Lawson Woodard
SAN RAFAEL, CA

More Advisors in SAN RAFAEL, California

Jonathan Mckee Hansen
BELVEDERE ASSET MANAGEMENT, LLC·SAN RAFAEL, CA
Michael Gregory Smith
DEFINED FINANCIAL PLANNING LLC·SAN RAFAEL, CA
Robert John Pankratz
WULFF, HANSEN & CO.·SAN RAFAEL, CA
Allan Glen Lyle
LYLE, ALLAN GLEN·SAN RAFAEL, CA
Andrew William Ryan
AWR INVESTMENT MANAGEMENT, LLC·SAN RAFAEL, CA
Gage Thomas Houser
HUTCHINSON CAPITAL MANAGEMENT·SAN RAFAEL, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile