David Hopkins, financial advisor Altoona WI
93 score

David Hopkins

CRD Number: 5595380
Current Firm: Great Valley Advisor Group, Inc.

David Hopkins (CRD# 5595380) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Altoona, WI Dec 2014 - Current 2
Woita & Associates Altoona, WI Mar 2010 - Current 6
Princor Financial Services Corp Altoona, WI Sep 2008 - Dec 2014 6
Principal Life Insurance Co Altoona, WI Sep 2008 - Dec 2014 6
Wild Ridge And Hill Run Golf Course Eau Claire, WI May 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for David E. Hopkins
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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