William Hopkins, financial advisor Winterville NC

William Hopkins

CRD Number: 2126063
Current Firm: Infinex Investments, Inc.

William Hopkins (CRD# 2126063) is an Investment Advisor Representative working at Infinex Investments, Inc. in Winterville, NC and has over 29 years of experience in the finance industry.

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Level Four Advisory Services
Company Name Location Dates Years
Infinex Investments, Inc. Murfreesboro, NC Sep 2011 - Current 8
Southern Bank & Trust - Nc Winterville, NC Jul 2009 - Current 10
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2009 - Sep 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for William H. Hopkins
Phone Number: 203-599-6000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,355
    MILLIONS
  • Total Number of Accounts
    5,839
    ACCOUNTS
  • Average Account Value
    $232,144
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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