Sebastian Hoppe (CRD# 1199270) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 33 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Santa Monica, CA | Mar 2024 - Current | < 1 |
Tabula Rasa Capital Management LLC | Santa Monica, CA | Jul 2020 - Current | 3 |
Unemployed | Santa Monica, CA | Oct 2019 - Jul 2020 | < 1 |
Northern Lights Distributors, LLC | Omaha, NE | Nov 2018 - Oct 2019 | < 1 |
Sierra Investment Management Inc. | Santa Monica, CA | Nov 2018 - Oct 2019 | < 1 |
Bank Leumi, Usa | Los Angeles, CA | Sep 2017 - Nov 2018 | 1 |
Unemployed | Calabasas, CA | Apr 2017 - Sep 2017 | < 1 |
American Financial Network | Calabasas, CA | Jan 2017 - Apr 2017 | < 1 |
Unemployed | Santa Monica, CA | Jun 2016 - Jan 2017 | < 1 |
Morgan Stanley | New York, NY | Apr 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1990 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CA
- NY
- 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
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, WY
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