Herbert Hopwood, financial advisor Reston VA

Herbert Hopwood

CRD Number: 1605128
Current Firm: Hopwood Financial Services, Inc.
Compensation Model: Fee Only
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.
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Professional Designations
Company Name Location Dates Years
Hopwood Financial Services, Inc. Great Falls, VA Aug 2003 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Herbert G. Hopwood
By the Numbers
  • Total Assets Under Management
    532
    MILLIONS
  • Total Number of Accounts
    962
    ACCOUNTS
  • Average Account Value
    $552,770
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

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