Gary Hooker (CRD# 1206873) is an Investment Advisor Representative working at Diversified Planning Concepts, Inc. in Corte Madera, CA and has over 37 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified Planning Concepts | Corte Madera, CA | May 1985 - Current | 38 |
| Kw Securities Corp | Larkspur, CA | Jan 2015 - Aug 2016 | 1 |
| Oak Tree Securities, Inc. | San Francisco, CA | Dec 1990 - Dec 2014 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
- CA
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$1,231,830
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, HI
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