Chad John carter Hooker
Investment adviser representative at LPL Financial LLC
22 yearsExperience
18 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- Liftt (living Independently for Today & Tomorrow)Oct 2020 to Jul 2021
- Blue Roan LLCOct 2019 to Jul 2021
- LifttOct 2017 to Dec 2019
- Red Roan, LLCNov 2015 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2015 to Jul 2021
- Waddell & Reed, IncFeb 2015 to Jul 2021
- X Bar S EnterpriseJun 2007 to Jul 2021
- Chad Hooker Properties LLCJun 2004 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 18 states (AR, CA, CO, FL, GA, IA, ID, LA, MN, MO, MT, ND, NM, SD, TX, UT, WA, WY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5233212
- Firm CRD
- 6413