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Stephen Hurt

Advisor at Uniting Wealth Partners

Updated today

Location

Odessa, TX 79762

Credentials

Series 63, Series 65

Industry experience

42 years

About

Stephen Hurt is a financial advisor with Uniting Wealth Partners in Odessa, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked at Raymond James Financial Services from 1999 to 2024. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, serving clients on both discretionary and non-discretionary bases.

Client services

Based on Uniting Wealth Partners

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Uniting Wealth Partners

Passive / index investing Active portfolio management Private / alternative investments Real estate investing

Fee options

Fixed

Financial planning and consulting services fixed fees up to $100,000; ongoing fees up to $25,000 per year

Location

1921 E 37 Th St

Odessa, TX 79762

Most active in

Texas

Work history

Uniting Wealth Partners, LLC

2024 - Present (2 years)

Raymond James Financial

2009 - 2024 (15 years)

Raymond James Financial Services, inc.

1999 - 2024 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Tanya M

Series 63, Series 65

Midland, TX

Horizons Financial Planning

Tanya Mc Cann is a financial advisor at Horizons Financial Planning in Midland, TX, with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Horizons Financial Planning serves individuals, including high net worth clients, as well as corporate and charitable organizations, providing asset management and financial planning services. The firm employs both fundamental and technical analysis, primarily focusing on long-term strategies while incorporating client-specific restrictions and utilizing options and other derivatives in some managed accounts.

Wealth management Options & derivatives strategies
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Mercedes B

Series 63, Series 65

Odessa, TX

Equilibria Wealth Management, LLC

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.

Passive / index investing Real estate investing Options & derivatives strategies
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John M

Series 63, Series 65

Odessa, TX

Equilibria Wealth Management, LLC

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.

Passive / index investing Real estate investing Options & derivatives strategies
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Cade J

Series 65

Midland, TX

Eight 31 Financial, LLC

Cade Jones is a financial advisor at Eight 31 Financial, LLC in Midland, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Syntal Capital Partners for six years and has a background that includes a role at UDawg Graphics. Eight 31 Financial advises primarily high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers tailored, goal-based portfolios with discretionary authority, combining various investment vehicles and third-party platforms, and sponsors affiliated private funds while operating its own wrap fee program.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Karen M

ChFC®, Series 63, Series 65

Odessa, TX

Uniting Wealth Partners

Karen Mcintyre is a financial advisor at Uniting Wealth Partners with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Uniting Wealth Partners in 2024, she spent over 20 years with Raymond James Financial Services. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified portfolios that may include mutual funds, ETFs, equities, bonds, options, REITs, and alternative investments.

Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Dane C

CFP®, Series 66

Midland, TX

Eight 31 Financial, LLC

Dane Crunk is a CFP® with 25 years of experience in the financial services industry. He is currently with Eight 31 Financial, LLC, where he has worked since 2023, following an 11-year tenure at Syntal Capital Partners, LLC. Outside of his advisory role, he serves as chairman of the board for Smith Industries, an energy service company, and is involved in managing various family investment entities focused on private equity, oil and gas, real estate, and manufacturing. Eight 31 Financial, LLC advises high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers customized, goal-based portfolios with discretionary authority, combining third-party managers, mutual funds, ETFs, individual securities, and private fund allocations, and operates a firm-sponsored wrap fee program.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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