Beverly Ann Hunziker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1994 → Present
  E. C. Hunziker & Associates, Inc
  Lemont, IL
• 05/2014 → Present
  Raymond James Financial Services, Inc
  Lemont, IL
• 08/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Lemont, IL
• 01/2022 → 01/2022
  Hunziker & Associates, Inc.
  Lemont, IL

Other Businesses

(1)Name of Business: Hunziker & Associates, Inc. Address: 160 East Wend Street, Lemont, IL, 60439, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist with office activities including answering telephones, distributing mail, preparing reports and forms as assigned by Branch Manager

Exams

• S66 Uniform Combined State Law Examination
  2014-07-31

Other Names

• Beverly Ann Thompson
• Beverly A Hunziker