Julia Hooper is a CFP-designated registered investment advisor, based in Brentwood, TN, with 11 years of industry experience.
Location
229 Ward Circle Suite A-11, Brentwood, TN, 37027
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julia is a licensed insurance agent for life, accident & health, variable life & variable annuities since 2022. She is not currently selling insurance products, but may do so in the future.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Pensionmark Securities, LLCBroker
August 2024 - October 2025 · 1 yr 2 mos
Sagespring Wealth Partners
June 2022 - September 2024 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2022 - August 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - April 2022 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - April 2022 · 2 yrs 6 mos
UBS Financial Services INC.
October 2014 - October 2019 · 5 yrs
UBS Financial Services INC.Broker
August 2014 - October 2019 · 5 yrs 2 mos
State Registrations1 state
TN
AdvisorBrokerBoth
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
No exam information available for this advisor.