Unclaimed Profile

William Eugene Hunstock

EVEREST FINANCIAL GROUP LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 63, Series 65Clean record17 years registeredEVEREST FINANCIAL GROUP LLC

701 XENIA AVE S, MINNEAPOLIS, MN 55416-1029CRD# 2128157Firm CRD# 137260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Eugene Hunstock · MINNEAPOLIS, MN

Registration

CRD #2128157 · EVEREST FINANCIAL GROUP LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVEREST FINANCIAL GROUP LLC

EVEREST FINANCIAL GROUP

May 2009 – Apr 2022

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVEREST FINANCIAL GROUP LLC

CRD 137260 · SEC 801-67635

AUM

$829M

Regulatory assets under management

Employees

4,630 client accounts

Services offered by EVEREST FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVEREST FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does William Eugene Hunstock offer?

William Eugene Hunstock specializes in Financial Planning, Investment Management, Wealth Management.

What are William Eugene Hunstock's credentials?

William Eugene Hunstock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Eugene Hunstock located?

William Eugene Hunstock is based in MINNEAPOLIS, Minnesota, last registered with EVEREST FINANCIAL GROUP LLC.

How does William Eugene Hunstock charge for services?

William Eugene Hunstock's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVEREST FINANCIAL GROUP LLC?

EVEREST FINANCIAL GROUP LLC has approximately 14 employees and manages $829M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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