Robert Hooker
Robert Hooker is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7201 Mill Run Rd, Fort Wayne, IN, 46819
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life, health, and long-term care insurance, dedicating minimal time to this activity. He also operates The Founders Advisors LLP as a DBA for his LPL business, committing full-time hours, and has two business entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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