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Sharon Kay Hooper

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
776 clients
Average Client Portfolio
$812K average
Assets Under Management
$629.7M

Fee Structure

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Location

800 N. Orange Avenue, Suite 302, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Sharon provides insurance products through Summit Asset Protection Group, an affiliated firm of Summit Wealth Partners.

Employment History
Current Registrations
Summit Wealth Partners, LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cfg Registered Investment Advisors
January 2015 - March 2015 · 2 mos
Argi Investment Services, LLC
July 2014 - May 2020 · 5 yrs 10 mos
Cfg Registered Investment Advisors
May 2005 - December 2014 · 9 yrs 7 mos
State Registrations11 states
AZCACOFLILMINCNMOHTXVA
Advisor
Exams
No exam information available for this advisor.
Sharon Kay Hooper - Financial Advisor | TrueAdvisor