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Hunter Haywood

Advisor at Equitable Advisors

Updated today

Location

Wakefield, VA 23888

Credentials

Series 63, Series 65

Industry experience

8 years

About

Hunter Haywood is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Ducks Unlimited, assisting in organizing their annual fundraising event. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning and retirement-plan support, leveraging a hybrid model that incorporates third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

631 County Drive, P.O. Box 129

Wakefield, VA 23888

Most active in

Texas · Virginia

Work history

Equitable Advisors

2017 - Present (9 years)

Axa Advisors, LLC

2017 - 2020 (3 years)

UnEmployed

2017 - 2017 (1 year)

Axa Advisors,Llc

2016 - 2016 (1 year)

Longwood University

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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