Martin Hopkins, financial advisor Princeton NJ

Martin Hopkins

CRD Number: 3021373
Current Firm: Wealth Management Solutions

Martin Hopkins (CRD# 3021373) is an Investment Advisor Representative working at Wealth Management Solutions in Princeton, NJ and has over 24 years of experience in the finance industry. Martin Hopkins 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.

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Professional Designations
Company Name Location Dates Years
Wealth Management Solutions Annapolis, MD Jul 2021 - Current 1
Hopkins Investment Management, LLC Annapolis, MD Nov 2008 - Jul 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Martin L. Hopkins
Phone Number: 610-524-7031
Firm Website: http://www.wmsplan.com/
Registered State(s):
  • MD
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    386
    MILLIONS
  • Total Number of Accounts
    1,382
    ACCOUNTS
  • Average Account Value
    $278,969
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, DE, FL, GA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

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