Hopwood Financial Services, Inc.

Hopwood Financial Services, Inc. (CRD# 127927) is a financial advisory firm headquartered in Reston, VA. They manage $384,106,188 in 635 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $604,892
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NH, TX, VA

Financial Advisors at Hopwood Financial Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Joni R. Alt
CRD#: 1481548
10740 Parkridge Blvd., Suite 150, Reston, VA 20191

Joni Alt (CRD# 1481548) is an Investment Advisor Representative working at Hopwood Financial Services, Inc. in Reston, VA and has over 34 years of experience in the finance industry. Joni Alt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin J. Galvin
CRD#: 5578925
10740 Parkridge Blvd., Suite 150, Reston, VA 20191

Kevin Galvin (CRD# 5578925) is an Investment Advisor Representative working at Hopwood Financial Services, Inc. in Reston, VA and has over 12 years of experience in the finance industry. Kevin Galvin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Herbert G. Hopwood
CRD#: 1605128
Great Falls, VA 22066
Herbert Hopwood (CRD# 1605128) is an Investment Advisor Representative working at Hopwood Financial Services, Inc. in Great Falls, VA and has over 29 years of experience in the finance industry. Herbert Hopwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
Eric F. Randolph
CRD#: 2848147
10740 Parkridge Blvd., Suite 150, Reston, VA 20191

Eric Randolph (CRD# 2848147) is an Investment Advisor Representative working at Hopwood Financial Services, Inc. in Reston, VA and has over 23 years of experience in the finance industry. Eric Randolph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lauren D. Harvey
CRD#: 7124889
10740 Parkridge Blvd., Suite 150, Reston, VA 20191

Lauren Harvey (CRD# 7124889) is an Investment Advisor Representative working at Hopwood Financial Services, Inc. in Reston, VA and has 1 year of experience in the finance industry.

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