AH
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Alexander Joseph Hunt

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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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

Alexander is involved in several business activities. He sells fixed annuities, fixed insurance, and life insurance through McAdams Group, LLC, dedicating about a quarter of his time, and also works to acquire new clients for investment advisory services, spending nearly full-time hours on this. Alexander also uses Retirement Income Source, LLC to market investment advisory and fixed insurance services, and owns rental property, both requiring minimal time.

Employment History
Current Registrations
Sound Income Strategies, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Dipaolo Financial Group, INC.
August 2023 - January 2024 · 5 mos
Amc Wealth Management, LLC
April 2022 - July 2023 · 1 yr 3 mos
The Appleton Group, LLC
March 2015 - June 2021 · 6 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alexander Joseph Hunt - Financial Advisor | TrueAdvisor