Unclaimed Profile

David Lee Hunt

INDEXPERTS, LLC·CHARLOTTE, North Carolina

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 27, Series 50, Series 55, Series 63, Series 66, Series 79TO, Series 82TO, Series 99TOClean record10 years registeredINDEXPERTS, LLC

516 NORTH TRYON STREET, CHARLOTTE, NC 28202CRD# 2772872Firm CRD# 314858

Profile Verification

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

Identity

David Lee Hunt · CHARLOTTE, NC

Registration

CRD #2772872 · INDEXPERTS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INDEXPERTS, LLC

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Aug 2018 – Nov 2018

Houston, TX

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Jun 2016 – Dec 2018

HOUSTON, TX

SANDERS MORRIS HARRIS LLC

Apr 2016 – Sep 2019

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 27

Series 50

Series 55

Series 63

Series 66

Series 79TO

Series 82TO

Series 99TO

Registration record

First registered · April 5, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEXPERTS, LLC

CRD 314858 · SEC 801-121667

Employees

Total firm employees

Services offered by INDEXPERTS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INDEXPERTS, LLC →

Introduction

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Frequently Asked Questions

What services does David Lee Hunt offer?

David Lee Hunt specializes in Investment Management, Fee-Only Advisory.

What are David Lee Hunt's credentials?

David Lee Hunt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lee Hunt located?

David Lee Hunt is based in CHARLOTTE, North Carolina, last registered with INDEXPERTS, LLC.

How does David Lee Hunt charge for services?

David Lee Hunt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEXPERTS, LLC?

INDEXPERTS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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