Chad Hooker
Chad Hooker is a registered investment advisor at LPL Financial LLC, based in Billings, MT, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1597 Avenue D, Ste 4, Billings, MT, 59102
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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
Chad is involved in several business activities, including real estate rentals through Chad Hooker Properties, LLC, X Bar S Enterprise, LLC, and BLUE ROAN, LLC, as well as Hooker Livestock, Inc. He also operates Montana Financial Group, LLC as a DBA for his LPL business and Montana Tax Group, PLLC for tax/investment purposes, and works as an agent for BackNine Insurance and Financial Services Inc., dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
PFS Investments INC.Broker
Primerica Advisors
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations30 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.