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Mark Hilton Hooker

Investment adviser representative at Wealthharbor Capital Group, LLC
33 yearsExperience
3 statesRegistered in
$334.7MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

33 years in the industry.

  1. Wealthharbor Capital Group, LLCOct 2017 to now
  2. Management Resource Group LLCApr 1998 to now
  3. Hooker, Walsh & Associates, PllcNov 1993 to now
  4. Financial Management Solutions, LLCMar 2004 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 3 states (FL, LA, MS).

Wealthharbor Capital Group, LLC

$334.7MAssets managed
252Clients
6Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3244646
Firm CRD
118614
Advisor's SEC record (opens in a new tab)
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