James HoplerCRD Number: 2981895
Current Firm: Valic Financial Advisors, Inc.
James Hopler (CRD# 2981895) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has over 10 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Valic Investment Services Company||Miami, FL||Oct 1998 - Current||18|
|Public Employees Equities Services Company||Miami, FL||Nov 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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