Advisor at IHT Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IHT Wealth Management LLC
Location
Camarillo, CA 93012
Credentials
CFP®, Series 66
Industry experience
19 years
David Hooks is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks, Summit Financial Group, 1st Global Capital Corp., and Folino Tax & Financial Network. He owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business based in Camarillo, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
Based on IHT Wealth Management LLC
Based on IHT Wealth Management LLC
Financial planning fixed fees available, negotiated per client.
Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.
Financial planning hourly fees range from $250 to $600 depending on complexity.
Account minimum: $5,000 Fee-only: Annual fee up to 2% of assets under management, negotiated individually; financial planning fees $250-$600 per hour or fixed fee basis.
1203 Flynn Road, Suite 250
Camarillo, CA 93012
California
LPL Financial
2023 - Present (3 years)
Cetera Advisor Networks Llc
2019 - 2023 (4 years)
Summit Financial Group
2011 - 2021 (10 years)
SUmmit Brokerage Services Inc
2011 - 2019 (8 years)
1st Global Capital Corp.
2006 - 2023 (17 years)
Folino Tax & Financial Network
2006 - 2023 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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