Mallory Lynn Hunt
Investment adviser representative at Center for Financial Planning Inc
14 yearsExperience
1 stateRegistered in
$2BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Center for Financial Planning Inc.Feb 2026 to now
- Raymond James Financial Services, Inc.Jan 2020 to now
- Raymond James Financial Services Advisors, IncApr 2024 to Feb 2026
- J.P. Morgan Securities LLCOct 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4975275
- Firm CRD
- 109599