William Hopke, financial advisor Charles City VA

William Hopke

CRD 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.

Similar Advisors
Christopher Abbott, financial advisor Charles City VA
Christopher S. Abbott
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Harvey Abbott, financial advisor Charles City VA
Harvey W. Abbott
CRD# 864358
Frontier Financial Partners, LLC
Similar Advisors
Stephen Abbott, financial advisor Charles City VA
Stephen T. Abbott
CRD# 6404324
Davenport & Company LLC
Company Name Location Dates Years
Ballardsville Investment Advisors Charles City, VA Jan 2017 - Current 7
Ballardsville Farm Charles City, VA Nov 2014 - Current 9
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
Contact Info for William J. Hopke
Phone Number: 7578760402
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $215,054
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.