John Hopkins, financial advisor Moseley VA

John Hopkins

CRD Number: 3114167
Current Firm: Swift Creek Wealth Management

John Hopkins (CRD# 3114167) is an Investment Advisor Representative working at Swift Creek Wealth Management in Moseley, VA and has over 11 years of experience in the finance industry. John 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
Swift Creek Wealth Management LLC Moseley, VA Mar 2019 - Current 5
Summit Financial Planning Glen Allen, VA Dec 2012 - Mar 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for John A. Hopkins
Phone Number: 804-464-3593
Registered State(s):
  • VA
Current Firm Details
Swift Creek Wealth Management
Firm's CRD Number: 300260
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $159,267
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
Types of Clients
Registered States

VA

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