VH
Virgil C. Hooper
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Fayetteville, GA
Some features on this profile are disabled
CRD#: 6266440
VH
Professional summary
Virgil Cannie Hooper JR, who also goes by VIrgil Cannie Hooper, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Fayetteville, Georgia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Atlanta, Georgia.
Virgil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Virgil has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Virgil Cannie Hooper
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.
1) VIRGIL HOOPER, 1415 HWY 85 N, STE 310-336, FAYETTEVILLE, GA, INSURANCE AGENT SALES, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/05/21, INV REL, 5 HR/WK- 0/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 06/02/20 3) SMARTPRO FINANCIAL, 6710 PROFESSIONAL PARKWAY WEST, STE 305, SARASOTA, FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/01/20, INV REL, 40/MO- 20/TRADING 4) HOOPER FINANCIAL GROUP, LLC, 5530 C Old National Hwy, Suite A, Atlanta GA 30349, DBA OWNER, 06/01/20, INV REL, 5/WK- 0/TRADING 5) RETIRECO, DELAFIELD, WI, 53018, 04/2020, AGENT FOR INSURANCE RELATED SERVICES, INV-REL, 10 HR/MO - 0 HR/MO TRADING 6) RED TAIL ENGINEERING & CONSTRUCTION, 125 Camilla Ct., Fayetteville GA 30214, United States, 09/01/2025, Owner, Provide engineering consulting services, NIR, 5 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Virgil Cannie Hooper JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 5530 C Old National Hwy Suite A, Atlanta, GA 30349RIA
CRD#: 134139
Fayetteville, GA
Current
June 1, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 5530 C Old National Hwy Suite A, Atlanta, GA 30349BD
CRD#: 39543
Atlanta, GA
Past
November 18, 2019 - June 2, 2020
CORECAP ADVISORS
RIA
CRD#: 158819
Fayetteville, GA
Past
November 8, 2019 - June 2, 2020
CORECAP INVESTMENTS, LLC
BD
CRD#: 37068
Fayetteville, GA
Past
June 21, 2017 - November 12, 2019
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Fayetteville, GA
Past
June 21, 2017 - November 12, 2019
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Fayetteville, GA
Past
January 20, 2017 - June 21, 2017
CAPITAL CHOICE INVESTMENT ADVISERS, INC.
RIA
CRD#: 145932
Fayetteville, GA
Past
January 8, 2015 - June 21, 2017
CCF INVESTMENTS, INC.
BD
CRD#: 136571
Decatur, GA
Past
December 12, 2013 - December 9, 2014
PFS INVESTMENTS INC.
BD
CRD#: 10111
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/28/2021)
RR
Colorado(6/1/2020)
RR
Florida(1/2/2025)
RR
Georgia(6/1/2020)
IAR
Georgia(6/2/2020)
RR
Illinois(6/1/2020)
RR
New York(1/4/2021)
RR
Pennsylvania(8/19/2022)
RR
South Carolina(8/4/2023)
RR
Washington(3/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
