Nicholas Ian Adams Hunter

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2014 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 06/2007 → 05/2020
  Usaa Financial Planning Insurance Agency
  Phoenix, AZ
• 04/2014 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-10-29 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

1) AMBAM UNOFFICIAL MUA LLC | Investment Related:No|19801 N 59TH AVE #10051|GLENDALE|AZ|85318|USA|Other|CO-OWNER|4/10/2023|20-40|0|Financial management, tax filing, tech support, video editing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-10
• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Nick Hunter