Carey Hunter
Senior Agent, Principal Securities Registered Representative, Investment Adviser Representative
- Role
- Sr Agent, Principal Securities Registered Rep, Investment Adviser Rep at Principal Financial Group
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Carey Hunter
I’ve always enjoyed getting to know my clients, helping them to express what is most important to them, and working together to craft a roadmap for their financial future. If you are ready to focus on your financial goals, then I’d like the opportunity to work for you. Whether your priority is personal finances, or your business, I can help you work towards your financial goals.A Principal Hall of Fame financial professional, Carey has over 30 years of experience working with individuals and small to medium sized businesses, helping them to design and implement both qualified and non-qualified plans. A Raleigh native, Carey is a graduate of N.C. State University with degrees in Business Management and Economics. He is Insurance licensed in North Carolina, and is Series 6, 63 and 65 FINRA securities registered. Along with attaining his Chartered Life Underwriter® (CLU®) designation, Carey is also a Lifetime Member of the Million Dollar Round Table (MDRT)*. When Carey is not working, he enjoys a very active family life with his wife, Janey, and four adult children. He is also a grandfather to twin grandsons. He is an active member of Hayes Barton United Methodist Church in Raleigh where he serves on the Board of Trustees and Finance Committee. Carey is active in his community where he serves as a board member for the State Employees Credit Union-Blue Ridge Road Branch and on the Finance Committee for WakeEd Partnership. Carey is an outdoor enthusiast, having completed the NC Mountains to Coast bicycle ride four times, and counting, and is currently exploring the newfound activity of kayaking.* Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and payment of annual dues. Qualification should not be perceived as a recommendation or an endorsement of services. An individual becomes a Qualifying Life (QL) member when approved for the 10 membership.
Experience
Sr Agent, Principal Securities Registered Rep, Investment Adviser Rep
Feb 1989 — Present · Raleigh-Durham, NC, US
Raleigh-Durham, North Carolina Area
Education
North Carolina State University
BA
1979 — 1984
The American College of Financial Services
CLU
1997
Skills
- Financial Needs Analysis
- Long Term Care Insurance
- Retirement Planning
- College Funding Strategies
- Deferred Compensation Plans
- Executive Benefit Strategies
- Universal Life Insurance
- Asset Allocation
- Mutual Funds
- Buy-Sell Agreements
- Buy-Sell Review
- Income Protection
- Survivor Income
- Tax-Deferred Savings
- Series 6
- Key Person Insurance
- Iras (Traditional & Roth)
- Business Continuation Strategies
- Term Life Insurance
- Charitable Giving
- Series 63
- Annuities (Variable & Fixed)
- 401 (K), 403 (B), Sep & Simple Iras
- Estate Planning
- Informal Business Valuation
- Salary Continuation
- Disability Income Insurance
- Business Overhead Expense
- Pension Plans
- Supplemental Retirement Income
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