Primerica Advisors
43yrs
Top advisor by experience in Huntersville
6yrs
Hunter Conley
Financial advisor at Merrill
Based in Huntersville, North Carolina, Hunter Conley is a fiduciary financial advisor with 6 years of industry experience. Hunter has been with Merrill since 2025; before that, Hunter spent four years at Wells Fargo Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office8015 W Kenton Circle, Huntersville, NC 28078
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowMerrillCurrent firm
- 2021 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact Hunter
Local office(704) 987-4141Ask for Hunter. (800) 637-7455Main office · New York, NY 8015 W Kenton CircleHuntersville, NC 28078Office · Get directions
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Questions to ask Hunter
Tailored to Hunter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Hunter
How do I contact Hunter?
Call Hunter’s local office at (704) 987-4141 or the Merrill main office at (800) 637-7455, and ask for Hunter Conley.
How long has Hunter been a financial advisor?
Hunter has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Hunter hold?
Series 66. Tap any license on this page to see what it allows.
Is Hunter a fiduciary?
Hunter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hunter paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Hunter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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