Chad Hooker (CRD# 5233212) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 8 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Billings, MT | Jul 2021 - Current | 2 |
| Liftt (living Independently For Today & Tomorrow) | Billings, MT | Oct 2020 - Jul 2021 | < 1 |
| Blue Roan LLC | Billings, MT | Oct 2019 - Jul 2021 | 1 |
| Red Roan, LLC | Billings, MT | Nov 2015 - Jul 2021 | 5 |
| Waddell & Reed, Inc. | Billings, MT | Feb 2015 - Jul 2021 | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Billings, MT | Feb 2015 - Jul 2021 | 6 |
| X Bar S Enterprise | Billings, MT | Jun 2007 - Jul 2021 | 14 |
| Chad Hooker Properties LLC | Billings, MT | Jun 2004 - Jul 2021 | 17 |
| Liftt | Billings, MT | Oct 2017 - Dec 2019 | 2 |
| General Electric Capital America's | Billings, MT | Apr 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- AR
- CA
- CO
- FL
- GA
- ID
- IA
- LA
- MN
- MO
- MT
- NM
- ND
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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