Kevin Hook has been Chief Compliance Officer & Managing Member of Bridgewealth Advisory Group since May 2018, is a control person of the firm and directly owns between 25% and 50% of it. Kevin Hook holds a BS in Corporate Finance from California State University, Fresno.
Bridgewealth Advisory Group, LLC is a Fresno, CA firm with $869M under management, 793 clients and 5 advisers in one office, as of its March 2026 filing.
Kevin Hook is a Partner at Bridgewealth Advisory Group. He has over 20 years of experience as a financial planner working with individuals, families, corporations, non-profits and retirement plans. He has served on the board of his local chapter of the Financial Planning Association.
Kevin Hook’s longest registration was 13 years at RB Capital Management, LLC (2005–2018). Before joining Bridgewealth Advisory Group in 2018, Kevin Hook was registered through RB Capital Management, LLC and Gunnallen Financial, Inc.
- – present · 8 yearsFresno, CA · Adviser representative · Firm CRD 293514
- RB Capital Management, LLC– · 13 yearsFresno, CA · Adviser representative · Firm CRD 125678
- Gunnallen Financial, Inc– · 1 yearFresno, CA · Adviser representative · Firm CRD 17609
- U.S. Bancorp Piper Jaffray Inc.– · 1 yearFresno, CA · Adviser representative · Firm CRD 665
Professional designations
Listed by Bridgewealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Hook is registered as an investment adviser representative in California, since July 2018.
- CaliforniaSince 5 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 October 2001 |
| Series 7 | General Securities Representative Examination | 27 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Christopher Hook
- CRD
- 4439944
- Firm
- Bridgewealth Advisory Group · CRD 293514
- Role
- Chief Compliance Officer & Managing Member
- Office
- 986 West Alluvial Ave., Suite 101, Fresno, CA 93711
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bridgewealth.com
Where does Kevin Hook work?
Kevin Hook has been Chief Compliance Officer & Managing Member of Bridgewealth Advisory Group, LLC since May 2018, and is a control person of the firm.
Is Kevin Hook a financial advisor?
Yes. Kevin Hook has a current investment-adviser registration in California, through Bridgewealth Advisory Group since July 2018.
How many years of experience does Kevin Hook have?
Kevin Hook has 24 years in the financial industry, since November 2001, across 4 adviser firms.
What exams has Kevin Hook passed?
Kevin Hook has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2001. FINRA credited Kevin Hook with the SIE, which began in October 2018.
Where did Kevin Hook work before Bridgewealth Advisory Group?
Before Bridgewealth Advisory Group, Kevin Hook was registered through Gunnallen Financial, Inc, September 2003 to October 2004; U.S. Bancorp Piper Jaffray Inc., December 2001 to September 2003.
Where is Kevin Hook based?
Kevin Hook’s registered office is in Fresno, CA.
Is Kevin Hook registered with FINRA?
Yes. Kevin Hook has a current broker registration, under CRD 4439944.
Source: FINRA BrokerCheck
Is Kevin Hook a CFP?
Bridgewealth Advisory Group lists Kevin Hook with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Hook’s record?
Search CRD 4439944 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Hook’s full registration record.