Benjamin S. Hooper
Professional summary
Benjamin Scott Hooper, CFP®, ChFC®, CIMA®, CLU®, who also goes by Benjamin S Hooper, is a registered financial advisor currently at COMAL WEALTH MANAGEMENT located in New Braunfels, Texas.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Scott Hooper's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
June 27, 2020 - Present
COMAL WEALTH MANAGEMENT
Office #1: 2967 Oak Run Parkway Suite 505 #11, New Braunfels, TX 78132January 8, 2018 - June 17, 2020
USAA INVESTMENT SERVICES COMPANY
September 1, 2009 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
July 17, 2009 - June 16, 2020
USAA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/11/2021)
(6/27/2020)
Exams
Current Firm
COMAL WEALTH MANAGEMENT
CRD#: 309352 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 21,526,634 |
Red Flags
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Company Information
COMAL WEALTH MANAGEMENT
CRD#: 309352New Braunfels, TX 78132TRUST BUT VERIFY
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