Heather HooperCRD Number: 5922154
Current Firm: Lwi Financial Inc.
Heather Hooper (CRD# 5922154) is an Investment Advisor Representative working at Lwi Financial Inc. in San Jose, CA and has over 4 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Loring Ward||San Jose, CA||May 2011 - Current||6|
|Nextstep||Walnut Creek, CA||Dec 2005 - Apr 2011||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management14,674MILLIONS
Total Number of Accounts50,587ACCOUNTS
Average Account Value$290,073
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV