William HopkeCRD Number: 873981
Current Firm: Ballardsville Investment Advisors
William Hopke (CRD# 873981) is an Investment Advisor Representative working at Ballardsville Investment Advisors in Charles City, VA and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Ballardsville Investment Advisors||Charles City, VA||Jan 2017 - Current||6|
|Ballardsville Farm||Charles City, VA||Nov 2014 - Current||8|
|Harvest Financial Group, LLC||Richmond, VA||Jun 2015 - Feb 2017||1|
|Vuelive, Inc.||Dallas, TX||Sep 2008 - Nov 2014||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2015|
Total Assets Under Management20MILLIONS
Total Number of Accounts93ACCOUNTS
Average Account Value$215,054
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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