Joel Hooper
Joel Hooper is a registered investment advisor at Independent Financial Group, LLC, based in Roseburg, OR, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
2192 NE Stephens Street, Roseburg, OR, 97470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is the 100% owner of Financial & Estate Planning Inc. and Hooper Wealth Management Group, LLC, both DBAs used for marketing purposes, and spends nearly full-time on securities trading. Joel also owns C&H Properties LLC, a real estate sales/rental/property management company, dedicating minimal time to it.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Aegon USA Securities INC.Broker
State Registrations17 states
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