Kelley W. Hook

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CRD#: 5836769

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelley William Hook, who also goes by Kelley W. Hook, Kelley Hook, was a registered financial professional .

Kelley is a previously registered financial professional and started their career in finance in 2010. Kelley had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Kelley W. Hook | Kelley Hook

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 16, 2013 - April 22, 2019

PACIFIC BEACON FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 168624

CORVALLIS, OR

Past

December 15, 2010 - March 16, 2012

JOURNEYTREE FINANCIAL ADVISORS

RIA

CRD#: 154618

EUGENE, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

PACIFIC BEACON FINANCIAL MANAGEMENT, LLC

CRD#: 168624 / SEC#:

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Contact information

Main Address

301 Sw 4th Street Suite 195, Corvallis, OR 97333

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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