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Clifton Ray Hunter

Financial Strategies Wealth Management LLC

Fairhope, AL

Lucedale, MS

CRD 2954450

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Employer firm

Financial Strategies Wealth Management LLC CRD 170530

$23.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Strategies Wealth Management Llc

Fairhope, AL • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2014-06-25
  • AL RA
    APPROVED
    Since 2014-06-25

Branch Locations

Fairhope, AL • United States

720 Winter Street, Lucedale, MS 39452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Strategies Wealth Management, Llc Fairhope AL 06/2014 Present
C. Ray Hunter Cpa, Pc Mobile AL 12/2004 Present
Previous Registrations
Other Businesses

C. RAY HUNTER, CPA; NOT INVESTMENT RELATED; 720 WINTER STREET, LUCEDALE, MS 39452; CPA FIRM; PRESIDENT; 12/1/2004; 175 HOURS PER MONTH; ALL DURING TRADING HOURS; PREPARE INDIVIDUAL AND BUSINESS TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-06
  • S65 Uniform Investment Adviser Law Examination
    1999-12-06
Other Names
  • Clifton Ray Hunter

View on SEC IAPD

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