Herbert HopwoodCRD Number: 1605128
Current Firm: Hopwood Financial Services, Inc.
Compensation Model: Fee Only
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Hopwood Financial Services, Inc.||Great Falls, VA||Aug 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
Total Assets Under Management532MILLIONS
Total Number of Accounts962ACCOUNTS
Average Account Value$552,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MA, MD, NH, TX, VA
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