Thomas Boley Hunt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Rupert, ID
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Rupert, ID
• 08/2018 → Present
  Lpl Financial Llc
  Twin Falls, ID

Previous Registrations

• 2011-01-03 → 2018-08-09
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Burley, ID
  Rupert, ID
  Twin Falls, ID
  Twin Falls, ID
  Twin Falls, ID
  Burley, ID
  Mountain Home, ID
  Kimberly, ID
  Jerome, ID
  Twin Falls, ID
  Twin Falls, ID
  Gooding, ID
  Buhl, ID
  Gooding, ID
  Twin Falls, ID
  Twin Falls, ID
• 2008-09-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Twin Falls, ID
  Twin Falls, ID
  Burley, ID
  Twin Falls, ID
  Mountain Home, ID
  Rupert, ID
  Burley, ID
• 2003-05-19 → 2006-09-28
  First Montauk Securities Corp.
  Meridian, ID
  Boise, ID
  Red Bank, NJ
  Boise, ID
• 2001-02-08 → 2003-05-23
  Prudential Equity Group, Llc
  Boise, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-31
• S63 Uniform Securities Agent State Law Examination
  1985-01-04