Hunter Lord has been an investment adviser representative at Essential Planning since April 2020, and is not listed among the firm’s executive officers or direct owners.
Essential Planning, LLC is a Portsmouth, NH firm with $524M under management, 573 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Hunter Lord’s longest registration is the current one, 6 years at Essential Planning since 2020.
- Valmark Advisers, Inc.Also current– present · 4 yearsPortsmouth, NH · Adviser representative · Firm CRD 108050
- Essential Planning, LLCCurrent– present · 6 yearsPortsmouth, NH · Adviser representative · Firm CRD 106651
Investment adviser representative registrations
Hunter Lord is registered as an investment adviser representative in 6 states. The first approvals date from April 2020; the most recent is Vermont, in June 2026.
- FloridaSince 17 June 2020
- MaineSince 1 April 2020
- MassachusettsSince 20 May 2020
- New HampshireSince 1 April 2020
- TexasSince 1 April 2020
- VermontSince 22 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 13 June 2019 |
| SIE | Securities Industry Essentials Examination | 16 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Hunter Charles Thomas Lord
- CRD
- 7074796
- Firm
- Essential Planning · CRD 106651
- Office
- 500 MARKET STREET, UNIT 1D, Portsmouth, NH 03801
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Hunter Lord work?
Hunter Lord is an investment adviser representative registered through Essential Planning, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Hunter Lord a financial advisor?
Yes. Hunter Lord has a current investment-adviser registration in Florida, Maine, Massachusetts, New Hampshire, Texas and Vermont, through Essential Planning since April 2020.
How many years of experience does Hunter Lord have?
Hunter Lord has 7 years in the financial industry, since June 2019, across 2 adviser firms.
What exams has Hunter Lord passed?
Hunter Lord has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in March 2019.
Where is Hunter Lord based?
Hunter Lord’s registered office is in Portsmouth, NH.
Is Hunter Lord registered with FINRA?
Yes. Hunter Lord has a current broker registration, under CRD 7074796.
Source: FINRA BrokerCheck
How can I verify Hunter Lord’s record?
Search CRD 7074796 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Hunter Lord’s full registration record.
