Kevin HookCRD Number: 4439944
Current Firm: Rb Capital Management, LLC
Kevin Hook (CRD# 4439944) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 16 years of experience in the finance industry. Kevin Hook 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.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||May 2011 - Current||7|
|Rb Capital Management, LLC||Fresno, CA||Apr 2005 - Current||13|
|Diamond Capital Management||Fresno, CA||Apr 2005 - Current||13|
|Sloan Securities Corp||Fresno, CA||Oct 2004 - May 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management442MILLIONS
Total Number of Accounts1,382ACCOUNTS
Average Account Value$319,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, MA, MT, NH, NV, TX, VT, WA
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