Unclaimed
Brentt Hoover is a financial advisor with Bamboo Wealth Strategies. Brentt has been in the industry since 2004 and is registered with the state of California, Pennsylvania and Texas. Brentt is a Certified Financial Planner and Chartered Financial Consultant. Brentt specializes in providing financial planning, pension consulting and portfolio management for individuals. Brentt's firm manages approximately $184,244,140 in assets for 728 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/23/2017 - Present
Bamboo Wealth Strategies (SAN DIEGO CA)
CA
01/05/2004 - 09/09/2014
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
01/05/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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