Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Hook is a financial advisor with Bridgewealth Advisory Group, LLC. He is also a partner at Bridgewealth Investment Properties and an independent life insurance broker and sales representative. Kevin has been in the financial industry since 2001. Kevin specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Kevin holds a Series 7, Series 66, and SIE license and is a Certified Financial Planner. Kevin has worked with clients from a range of backgrounds, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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CA
07/25/2018 - Present
Bridgewealth Advisory Group, LLC (Fresno CA)
NJ
10/11/2004 - 05/03/2011
SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)
FL
09/12/2003 - 10/11/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
MN
11/27/2001 - 09/23/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 10/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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