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Hunter James Davis

Investment adviser representative at Galvin, Gaustad & Stein, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Galvin, Gaustad & Stein, LLCApr 2023 to now
  2. Minnesota Life Insurance CompanyMar 2020 to Apr 2023
  3. Renaissance FinancialMar 2020 to Apr 2023
  4. Securian Financial Services IncMar 2020 to Apr 2023
  5. Hd AestheticsApr 2019 to Jun 2021
  6. 24 Hour FitnessOct 2018 to Mar 2019
  7. Freelance/self-employedJul 2017 to Oct 2018
  8. University of ArizonaAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020
  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Galvin, Gaustad & Stein, LLC

$1.4BAssets managed
856Clients
8Advisers
16 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
7239003
Firm CRD
153410
Advisor's SEC record (opens in a new tab)
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