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Hunter Dakota Winter

Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Raymond James Financial Services Advisors, IncSep 2026 to now
  2. Columbia Wealth AdvisorsApr 2026 to now
  3. Raymond James Financial Services, Inc.Apr 2026 to now
  4. Columbia BankJan 2023 to Apr 2026
  5. PaneraOct 2022 to Dec 2022
  6. Door Dash DriverJul 2022 to Oct 2022
  7. Sonic Drive ThruJan 2022 to Jul 2022
  8. North Idaho CollegeJan 2022 to May 2022
  9. Door DashNov 2021 to Jan 2022
  10. AloricaJun 2021 to Nov 2021
  11. University of IdahoAug 2020 to Jun 2021
  12. Sonic Drive ThruJun 2017 to Aug 2020
  13. Post Falls High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (ID, WA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
8251193
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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