Andrew Bopra (CRD# 5698088) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 14 years of experience in the finance industry. Andrew Bopra 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.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kentwood, MI | Jul 2021 - Current | 2 |
| Matthew Cinco | Grand Rapids, MI | Oct 2017 - Jul 2021 | 3 |
| Bridgepoint Wealth Management (dba) | Grand Rapids, MI | Sep 2017 - Jul 2021 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Belmont, MI | Oct 2009 - Jul 2021 | 11 |
| Waddell & Reed, Inc. | Kentwood, MI | Jul 2009 - Jul 2021 | 12 |
| Priority Dispatch | Grand Rapids, MI | Sep 2017 - Feb 2018 | < 1 |
| Joel Hyde | Grand Rapids, MI | Oct 2009 - Oct 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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