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David S Hunter

Horizons Wealth Management

Asheville, NC

CRD 4870351

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Employer firm

Horizons Wealth Management CRD 127457

$258M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Horizons Wealth Management

82 Patton Ave. Suite 206, Asheville, NC 28801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-06
SC RA APPROVED 2008-06-18
NC RA APPROVED 2007-01-17
  • TX RA
    APPROVED
    Since 2024-02-06
  • SC RA
    APPROVED
    Since 2008-06-18
  • NC RA
    APPROVED
    Since 2007-01-17

Branch Locations

82 Patton Ave. Suite 206, Asheville, NC 28801 • 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
Horizons Wealth Management, Inc Asheville NC 04/2007 Present
  • 04/2007 → Present
    Horizons Wealth Management, Inc
    Asheville, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-23
  • S65 Uniform Investment Adviser Law Examination
    2003-12-23
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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