Charles Hopkins (CRD# 2473876) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tallahassee, FL and has over 24 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5391298
Calton & Associates, Inc.
CRD# 6381033
Independent Advisor Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Tallahassee, FL | Feb 2021 - Current | 3 |
| Truist Investment Services, Inc. | Tallahassee, FL | Feb 2021 - Current | 3 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Feb 2021 | 4 |
| Suntrust Investment Services,inc | Atlanta, GA | Mar 2012 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- FL
- LA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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