Shari Hopkins, financial advisor La Crosse WI
93 score

Shari Hopkins

CRD Number: 3122759
Current Firm: Lpl Financial LLC

Shari Hopkins (CRD# 3122759) is an Investment Advisor Representative working at Lpl Financial LLC in La Crosse, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC La Crosse, WI Aug 2010 - Current 6
Coulee State Bank La Crosse, WI Aug 2010 - Current 6
Bankers Life&cas/proequities, Inc. Onalaska, WI May 2010 - Aug 2010 < 1
Unemployed Unemployed, WV Nov 2009 - Apr 2010 < 1
Chase Investment Services Corporation Columbus, OH Mar 2008 - Nov 2009 1
Unemployed Unemployed, IL Jan 2008 - Mar 2008 < 1
Strategic Advisers, Inc. Alto, CA Sep 2000 - Jan 2008 7
Fidelity Investments Palo Alto, CA Jul 2000 - Jan 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Shari L. Hopkins
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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