Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bradley Hooks is a financial advisor with over 16 years of experience in the industry. David is currently registered with IHT Wealth Management LLC as a Registered Representative and Investment Advisor Representative. Previously, David was affiliated with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., and 1st Global Capital Corp. David is also a Certified Financial Planner. David is currently licensed in Arizona, California, Colorado, North Carolina, Texas, Virginia, and Washington. David is a dedicated professional with a strong commitment to providing personalized financial advice to his 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Financial planning fees
1
2
CA
06/14/2023 - Present
IHT Wealth Management LLC (Camarillo CA)
CA
09/20/2019 - 06/06/2023
CETERA ADVISOR NETWORKS LLC (CAMARILLO CA)
CA
04/01/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CAMARILLO CA)
CA
10/27/2006 - 04/04/2011
1ST GLOBAL CAPITAL CORP. (CAMARILLO CA)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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