David Hopkins, financial advisor Altoona WI

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 15 years of experience in the finance industry. David Hopkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Altoona, WI Dec 2014 - Current 9
Great Valley Advisor Group, Inc. Altoona, WI Mar 2010 - Current 14
Principal Life Insurance Co Altoona, WI Sep 2008 - Dec 2014 6
Princor Financial Services Corp Altoona, WI Sep 2008 - Dec 2014 6
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.nfgfp.com
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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