Steven Hopkins, financial advisor Harrisburg PA
93 score

Steven Hopkins

CRD Number: 5530642
Current Firm: Cuso Financial Services, LP

Steven Hopkins (CRD# 5530642) is an Investment Advisor Representative working at Cuso Financial Services, LP in Harrisburg, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Apr 2017 - Current 1
Pnc Investments Hershey, PA Jan 2014 - Apr 2017 3
Pnc Bank Hershey, PA Jan 2014 - Apr 2017 3
Saic / Leidos Camp Hill, PA Sep 2012 - Jan 2014 1
Sagepoint Financial, Inc. Harrisburg, PA Feb 2012 - Oct 2012 < 1
Faulkner Hyundai Harrisburg, PA Jan 2012 - Aug 2012 < 1
Edward Jones St. Louis, MO Jul 2008 - Jan 2012 3
Axa Advisors, LLC New York, NY May 2008 - Jul 2008 < 1
Unemployed Costa Mesa, CA Aug 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Steven H. Hopkins
Phone Number: 858-530-4400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,808
    MILLIONS
  • Total Number of Accounts
    9,438
    ACCOUNTS
  • Average Account Value
    $191,594
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
  • Selection of other advisers (including private fund managers)
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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