Unclaimed Profile

David Roger Hunt

CAPITAL DEVELOPERS, LLC·GREENVILLE, North Carolina

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record24 years registeredCAPITAL DEVELOPERS, LLC

500 RED BANKS ROAD, GREENVILLE, NC 27858CRD# 1856105Firm CRD# 292797

Profile Verification

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

Identity

David Roger Hunt · GREENVILLE, NC

Registration

CRD #1856105 · CAPITAL DEVELOPERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

May 2026 – present

MILESTONE WEALTH

Feb 2018 – May 2026

GREENVILLE, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2012 – Apr 2018

GREENVILLE, NC

EDWARD JONES

Dec 2001 – Sep 2012

GREENVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL DEVELOPERS, LLC

CRD 292797 · SEC 801-117021

AUM

$163M

Regulatory assets under management

Employees

705 client accounts

Services offered by CAPITAL DEVELOPERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL DEVELOPERS, LLC →

Introduction

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Frequently Asked Questions

What services does David Roger Hunt offer?

David Roger Hunt specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, North Carolina for a consultation.

What are David Roger Hunt's credentials?

David Roger Hunt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Roger Hunt located?

David Roger Hunt is based in GREENVILLE, North Carolina, working with CAPITAL DEVELOPERS, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does David Roger Hunt charge for services?

David Roger Hunt's firm is compensated through percentage of aum, subscription fees, other: percentage of assets managed by sub-advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL DEVELOPERS, LLC?

CAPITAL DEVELOPERS, LLC has approximately 4 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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