CH
CH

Charles Evant Hunter

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
Loading...

Location

12400 Coit Road, Suite 700, Dallas, TX, 75251

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Charles is an independent agent for life insurance and single premium annuities, spending minimal time on this activity. He also serves as a trustee/executor for a family member, is a board member for FV Cemetery Co., Inc., and attends quarterly meetings for the City of Roanoke Advisory Board.

Employment History
Current Registrations
Level Four Advisory Services
August 2022 - Present · 3 yrs 6 mos
Level Four Financial, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Mid-Atlantic Securities, INC.
May 2007 - October 2022 · 15 yrs 5 mos
Mid-Atlantic Securities, INC.Broker
July 1991 - October 2022 · 31 yrs 3 mos
Robert Thomas Securities, INCBroker
November 1987 - August 1991 · 3 yrs 9 mos
Howe, Barnes & Johnson, INC.Broker
June 1983 - October 1987 · 4 yrs 4 mos
State Registrations10 states
AZCAFLGAMDNYOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.