Advisor at H&H Investment Planners, Inc.
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Firm
H&H Investment Planners, Inc.
Location
Bermuda Run, NC 27006
Credentials
Series 65
Industry experience
3 years
Steven Hungerford is a Series 65-licensed financial advisor with H&H Investment Planners, Inc., where he has worked since 1997. He has three years of industry experience and is based in Bermuda Run, North Carolina. H&H Investment Planners serves primarily as a sub-advisor, providing non-discretionary recommendations on asset allocation, model portfolios, and security selection to another registered adviser’s clients. The firm bases its advice on proprietary research and supports the lead adviser with operational, research, and retirement plan consulting services.
Fee-only: H&H is a fee-only advisory firm but does not charge clients directly for sub-advisory services; fees are paid by Woodard as a percentage of Woodard's aggregate net advisory fees.
117 Kinderton Boulevard
Bermuda Run, NC 27006
North Carolina
H&H Investment Planners, Inc.
1997 - Present (29 years)
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