Mark
Hooker

Wealthharbor Capital Group, LLC

CRD#3244646
Investment Advisor
in Ocean Springs, MS

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About this Advisor

Mark Hooker is a financial advisor based in Ocean Springs, Mississippi, working with Wealthharbor Capital Group, LLC. Mark has previously held positions at Management Resource Group LLC, Hooker, Walsh & Associates, Pllc, Wealthharbor Capital Group, LLC, and Financial Management Solutions, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Mississippi. Currently, Mark is part of Wealthharbor Capital Group, LLC, which operates out of Ocean Springs, Mississippi. The firm has 6 employees and manages assets totaling $292.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthharbor Capital Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

22 Doctor'S Drive Suite C
Ocean Springs, MS 39564

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Wealthharbor Capital Group, LLC Brokerage Details

Total Assets Under Management

$292,556,055

MS Average: $486,181,852
Total Number of Employees

6

MS Average: 13
Total Number of Accounts

360

MS Average: 722
Average Account Size

$812,656

MS Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Hooker Work History

2017 - Present (7 years)

Wealthharbor Capital Group, LLC

1998 - Present (26 years)

Management Resource Group LLC

1993 - Present (31 years)

Hooker, Walsh & Associates, Pllc

2004 - 2017 (13 years)

Financial Management Solutions, LLC

Disclosures

Please visit the SEC profile of Mark Hooker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthharbor Capital Group, LLC

Nicholas Danna
Metairie, LA
Pierre Adams
Metairie, LA
Brian Currie
Metairie, LA
William Beard
Ocean Springs, MS
Brandon Grandbouche
Metairie, LA
Larry Mcdaniel
Ocala, FL
Mark Hooker
Ocean Springs, MS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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