James Hopkins (CRD# 7326776) is an Investment Advisor Representative working at Avantax Advisory Services in Fort Smith, AR and has 1 year of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 5775014
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Fort Smith, AR | Nov 2021 - Current | 2 |
| Avantax Advisory Services | Fort Smith, AR | Nov 2021 - Current | 2 |
| Landmark Financial, LLC | Fort Smith, AR | Jan 2021 - Current | 2 |
| Student | Fayetteville, AR | Nov 2011 - May 2021 | 9 |
| Twin Summit, LLC | Fayetteville, AR | Aug 2020 - Dec 2020 | < 1 |
| Landlord Liquidators LLC | Alma, AR | May 2019 - Dec 2020 | 1 |
| Kmac Enterprises | Fayetteville, AR | Apr 2020 - Nov 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- AR
-
Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
-
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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