Hunter Financial Advisors | Financial Advisor in Goshen ,NY

5 Hatfield Lane, Suite 2A1
Goshen, NY 10924
Phone: (845) 294-0785

Securities offered through First Allied Securities, Inc., A


About

To provide comprehensive financial planning to business owners, professionals and other high net worth individuals in an ethical and and unique manner. This planning will include (but not limited to) financial planning, estate planning, business continuity planning. To accomplish this, Mr Sullivan encourages clients to become fully engaged in the planning process, so that the financial plan truly represents the clients goals and dreams. Mr. Sullivan's planning practice is a client relationship centered practice, as the planning process is an ongoing one and requires yearly monitoring and maintenance.

25 Years of Experience



General Information
Insurance License#:   LA777081
Name of Broker/Dealer:   First Allied Securities Inc
States Licensed in:   NY,NJ,PA,NC,FL
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Commodities , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Long Term Care , Disability , Annuity , Variable Life , Life , Variable Annuity
Financial Organization Memberships:   Financial Planning Association (FPA) , Million Dollar Roundtable


Firm Information
Assets Managed by Firm:   Yes


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   1



FAQs

William Sullivan

William Sullivan

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner, CLU®

Biography


William T. Sullivan is Senior Vice-President of Hunter Financial Advisors Inc. He is both an Investment Advisor Representative as well as a Registered Representative with First Allied Securities Inc., a full service broker/dealer catering to independent financial planners nationwide.

Bill received his CFP certification from the College for Financial Planning in Denver, Colorado and his Chartered Life Underwriter credential from The American College in Bryn Mawr, PA. He is a Series 6, 7 and 63 Licensed Registered Representative, in addition to being a licensed agent for life, health, disability and long term care insurance. With more than 20 years? experience in the financial planning arena, he specializes in comprehensive planning for business owners, professionals and executives. He is an active member of the Greater Hudson Valley chapter of the Financial Planning Association.

Mr. Sullivan earned an ROTC scholarship to attend the University of Notre Dame where he graduated in 1981 with a Bachelor of Arts degree. Bill resides, with his wife of 32 years, in Orange County, New York. They have one daughter and two grandsons. He is an active member of the St. Paul?s Roman Catholic Church; the Notre Dame Alumni Club ? Hudson Valley Chapter; and has a passion for golf and for exploring the beautiful Shawangunk Mountains near his home.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM