Sharon Hooper (CRD# 2530269) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Orlando, FL and has over 29 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Partners | Orlando, FL | May 2020 - Current | 3 |
| Argi Investment Services | Louisville, KY | Jun 2014 - May 2020 | 5 |
| Cascade Financial Management | Grand Rapids, MI | Apr 1992 - Mar 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- AZ
- CA
- CO
- FL
- IL
- MI
- NM
- NC
- OH
- TX
- VA
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Total Assets Under Management630MILLIONS
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Total Number of Accounts2,167ACCOUNTS
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Average Account Value$290,496
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, LA, MI, MO, NC, NJ, NM, OH, PA, SC, TX, VA, WA, WI
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