Brian Hopper, financial advisor Hilton NY
93 score

Brian Hopper

CRD Number: 5888397
Current Firm: Cuna Brokerage Services, Inc.

Brian Hopper (CRD# 5888397) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Hilton, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Jun 2013 - Current 3
Cuna Brokerage Services, Inc. Waverly, IA Jun 2013 - Current 3
Invest Financial Corp. Geneva, NY Oct 2012 - May 2013 < 1
Community Bank, Na Geneva, NY Sep 2012 - May 2013 < 1
Lpl Financial Charlotte, NC Feb 2011 - Sep 2012 1
First Niagara Securities Geneva, NY Nov 2010 - Sep 2012 1
Bill Cram Chevrolet Seneca Falls, NY May 2009 - Nov 2010 1
Friendly Dodge Chrysler Jeep Penn Yan, NY Sep 2006 - May 2009 2
Unemployed Stanley, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Brian D. Hopper
Phone Number: 319-352-4090
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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