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Peter James Hunt

Advisory Services Network

Atlanta, GA

Charlotte, NC

CRD 5645273

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-01
  • NC RA
    APPROVED
    Since 2025-05-01

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Charlotte, NC • 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
Willingdon Wealth Management Llc Huntersville NC 02/2009 07/2020
Exencial Wealth Advisors Oklahoma City OK 06/2020 05/2025
Advisory Services Network, Llc Atlanta GA 05/2025 Present
  • 02/2009 → 07/2020
    Willingdon Wealth Management Llc
    Huntersville, NC
  • 06/2020 → 05/2025
    Oklahoma City, OK
  • 05/2025 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Previous Registrations
  • 2020-06-09 → 2025-05-30
    Oklahoma City, OK
    Huntersville, NC
  • 2009-03-16 → 2020-07-10
    Willingdon Wealth Management Llc
    Huntersville, NC
Other Businesses

Rock Harbor WM, LLC: owner/managing member since 04/2025. Service company for financial services practice expenses and income. Time spent on LLC duties: 1 hour/month, all during trading hours. Time spent on financial services practice: 160 hours/month, all during trading hours. Investment related activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-14
  • S65 Uniform Investment Adviser Law Examination
    2009-03-14
Designations
  • Certified Financial Planner
Other Names
  • Pete Hunt

View on SEC IAPD

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