Total Credits: 2 including 1 Specialized Knowledge - Technical, 1 Taxes - Technical
This is the Professional Issues Update scheduled for November 16, 2022 from 10:00 AM to 12:00 PM.
More information will be posted here as it becomes available.
Professional Issues Update (1.8 MB) | 16 Pages | Available after Purchase |
2022 Charitable Giving Gifting Strategies (1.1 MB) | 54 Pages | Available after Purchase |
As an Associate Advisor, Hunter oversees the day-to-day relationship with his clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. Prior to joining Goodman Financial, Hunter attended Texas Tech University’s Personal Financial Planning program where he was able to prepare for a role in financial planning through volunteering in programs such as Red to Black® Peer Financial Coaching, Knowledge Empowering You Outreach, and serving as a student ambassador. During his time at Texas Tech, Hunter also had the privilege to complete an internship with another Houston-based investment advisory firm where he was able to gain valuable experience learning the day-to-day workings of a financial advisor in Houston.
5 |
|
4 |
|
3 |
|
2 |
|
1 |
|