DH
CFA · CFP
DH
CFA · CFP

David W Hunt

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

50 Nashua Road, Ste. 200, Londonderry, NH, 03053

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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.

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Other Business ActivitiesSells Insurance

David operates Applied Capital Management, Inc. as a DBA for his LPL business and as a registered investment advisor, dedicating nearly full-time hours to financial planning and consulting. He also engages in non-variable insurance activities through Applied Capital Management, Inc.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2020 - Present · 6 yrs
LPL Financial LLC
February 2020 - Present · 6 yrs
Applied Capital Management, LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Sagepoint Financial, INC.Broker
August 2009 - February 2020 · 10 yrs 6 mos
State Registrations25 states
AZCACOCTDEFLGAIAILLAMAMEMONCNHNJNYOHORPASCTNTXVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.