Brandon HookCRD Number: 5531499
Current Firm: Hefren-tillotson, Inc.
Brandon Hook (CRD# 5531499) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 9 years of experience in the finance industry. Brandon 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.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Hefren-tillotson, Inc.||Pittsburgh, PA||Jul 2009 - Current||8|
|Commonwealth Financial Network||Waltham, MA||Jul 2008 - Jul 2009||1|
|Rosewood Capital||Pittsburgh, PA||May 2008 - Jul 2009||1|
|Hefren-tillotson||Pittsburgh, PA||Aug 2007 - May 2008||< 1|
|Bny Mellon||Pittsburgh, PA||Jun 2007 - Aug 2007||< 1|
|Hefren - Tillotson||Pittsburgh, PA||Sep 2006 - May 2007||< 1|
|Pcep||Pittsburgh, PA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management5,841MILLIONS
Total Number of Accounts19,042ACCOUNTS
Average Account Value$306,765
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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