William Hope, financial advisor Solon OH

William Hope

CRD Number: 5058188
Current Firm: Redwood Financial Network

William Hope (CRD# 5058188) is an Investment Advisor Representative working at Redwood Financial Network in Solon, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Solon, OH Oct 2017 - Current 4
Redwood Financial Network Corporation(redwood Financial Network) Solon, OH Oct 2017 - Current 4
Century Securities Associates, Inc. Mentor, OH Jan 2017 - Aug 2017 < 1
Pnc Investments Mentor, OH Feb 2011 - Jan 2017 5
Pnc Bank, N.a. Mentor, OH Feb 2011 - Jan 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for William W. Hope
Phone Number: 440-287-5020
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    1,331
    ACCOUNTS
  • Average Account Value
    $113,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NC, OH, OR, TX

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