David Hooban (CRD# 1544602) is an Investment Advisor Representative working at Creative Planning in Boca Raton, FL and has over 14 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
| Lockton Companies LLC | Miramar, FL | Aug 2019 - Dec 2021 | 2 |
| Lockton Financial Advisors, LLC | Miramar, FL | Aug 2019 - Dec 2021 | 2 |
| Lockton Investment Advisors, LLC | Miramar, FL | Aug 2019 - Dec 2021 | 2 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Aug 2019 | 3 |
| Gallagher Benefit Services | Miami, FL | Apr 2012 - Aug 2019 | 7 |
| Nfp Securities, Inc. | Miami, FL | Jun 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- FL
- TX
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Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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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