Hunter Charles Thomas Lord

Current Employers

Employment History

• 05/2019 → 06/2020
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 02/2019 → Present
  Essential Planning, Llc
  Portsmouth, NH
• 01/2018 → 02/2019
  Rothgard Financial Partners
  Fortitude Valley
• 08/2017 → 01/2018
  Social Brew Cafe
  Burleigh Heads
• 06/2017 → 08/2017
  Unemployed
  Kittery Point, ME
• 09/2016 → 06/2017
  Bates College
  Lewiston, ME
• 05/2016 → 09/2016
  Kennebunk Savings Bank
  Hampton, NH
• 06/2020 → Present
  Valmark Financial Group
  Akron, OH
• 02/2022 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1) Valmark Securities, Inc. Investment Related; Akron, OH 44333. Financial Planning, Registered Representative. Start 06/15/2020. 15hrs/mo, 15hrs/mo during trading hours. Registered Representative that works for a brokerage company and serves as a representative for clients trading investment products such as stocks, bonds, and annuities. 2. Valmark Advisers, Inc. Investment Related; Akron, OH 44333. Financial Planning, Investment Advisor Representative. Start 02/15/2022 5hrs/mo, 5hrs/mo during trading hours. Investment Advisor Representative that provides investment related advice, manages investment portfolios and client accounts for compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-27