Todd Hoppock, financial advisor Boise ID

Todd Hoppock

CRD Number: 2226874
Current Firm: Nfp Retirement Inc.

Todd Hoppock (CRD# 2226874) is an Investment Advisor Representative working at Nfp Retirement Inc. in Boise, ID and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Retirement, Inc. Aliso Viejo, CA Jan 2006 - Current 18
Kestra Investment Services, LLC Austin, TX Aug 2014 - Jul 2017 2
Financial Telesis San Rafael, CA Jan 2006 - Aug 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Todd R. Hoppock
Phone Number: 949.460.9898
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    96,454
    MILLIONS
  • Total Number of Accounts
    5,514
    ACCOUNTS
  • Average Account Value
    $17,492,654
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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