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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Hooper is an investment advisor representative with Summit Wealth Partners, LLC. Sharon has over 20 years of experience in the financial services industry. Sharon is a registered investment advisor in 11 states including Arizona, California, Colorado, Florida, Illinois, Michigan, New Mexico, North Carolina, Ohio, Texas, and Virginia. Sharon has passed the Series 7, Series 63, and Series 65 exams. She has been employed with Summit Wealth Partners since May 2020, prior to this, Sharon was employed with Cascade Financial Management and ARGI Investment Services. Summit Wealth Partners is a registered investment advisor that manages over $629.5 million in assets for a total of 2,167 clients. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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FL
02/12/2024 - Present
Summit Wealth Partners, LLC (ORLANDO FL)
MI
12/16/2003 - 10/31/2005
PURSHE KAPLAN STERLING INVESTMENTS (GRAND RAPIDS MI)
MA
07/26/1999 - 12/03/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
07/31/1997 - 07/28/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
09/24/1996 - 07/31/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 12/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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