Hunter Christian Terrell

Employer firm

Phillips Financial CRD 131344

$2.64B regulatory AUM 85 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2017
  Unemployed
  Fort Wayne, IN
• 04/2021 → 01/2022
  Wise Insurance
  Fort Wayne, IN
• 09/2017 → 04/2021
  Indiana Wesleyan University
  Marion, IN
• 01/2022 → Present
  Phillips Financial
  Fort Wayne, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-22

Other Names

• Hunter Terrell