Jared Hoole (CRD# 4640148) is an Investment Advisor Representative working at Lakeside Financial Planning, LLC in Windham, NH and has over 10 years of experience in the finance industry. Jared Hoole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakeside Financial Planning, LLC | Dorchester, MA | Jan 2014 - Current | 10 |
| Bright Horizons Family Solutions | Watertown, MA | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- MA
- NH
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$329,894
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA, NH
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