Toni Hunter

Advisor at Edward Jones

Updated today

Location

Monroe City, MO 63456

Credentials

CFP®, Series 66

Industry experience

7 years

About

Toni Hunter is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, Hunter worked at Gosney Pharmacy for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1110 Hwy 24/36 E Suite 22

Monroe City, MO 63456

Most active in

Missouri · Texas

Work history

Edward Jones

2016 - Present (10 years)

Gosney Pharmacy

2014 - 2016 (2 years)

Disclosures

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

Business activities & affiliations

user avatar

Seth B

Series 66

Monroe City, MO

OSAIC Institutions, INC.

Seth Bray is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at the firm since 2024. Outside of his advisory role, he serves as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach involves a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated lending and investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive

Betsy R

Series 66

Palmyra, MO

Edward Jones

Betsy Rush is a Series 66 licensed financial advisor with Edward Jones in Palmyra, MO, where she has worked since 2011, accumulating 14 years of industry experience. She is part of a large network of advisors at Edward Jones, a full-service wealth management firm serving more than four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Loree Q

Series 66

Monroe City, MO

LPL Financial

Loree Quinn is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at USAdvisors Wealth Management and Securities America, Inc. Quinn also has a background in non-variable insurance since 2009. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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