Edwin
Hopper

Sonora Investment Management

CRD#7436335
Investment Advisor
in Tucson, AZ

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About this Advisor

Edwin Hopper is a financial advisor working out of Tucson, Arizona with a total of 2 years of industry experience. Hopper currently works for Sonora Investment Management. Over the course of their career, they have held roles at Marcus Engineering, LLC, Sonora Investment Management Group, LLC, Idea2Success Biz, LLC, Rmh Investment Management, LLC and Orchid Run Investments, LLC. Hopper maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Arizona and Texas. Sonora Investment Management is a company that has its headquarters in Tucson, AZ. The investment advisory business has a total of 15 advisors. It controls $2 billion in assets under management among its 3,225 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 3,225 accounts, 29% are associated with high-net-worth investors who have at least $1 million in assets. Sonora Investment Management performs a set of services, including portfolio management for individuals and small businesses and other services. A financial advisor's fees vary depending on which service is offered. However, fee types charged by Sonora Investment Management typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

2343 E. Broadway Blvd. Suite 116
Tucson, AZ 85719

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Sonora Investment Management Brokerage Details

Total Assets Under Management

$1,978,888,208

AZ Average: $1,555,372,352
Total Number of Employees

15

AZ Average: 37
Total Number of Accounts

3,225

AZ Average: 1,370
Average Account Size

$613,609

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Edwin Hopper Work History

Edwin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sonora Investment Management Group, LLC

2020 - 2021 (1 year)

Marcus Engineering, LLC

2019 - 2020 (1 year)

Idea2Success Biz, LLC

2018 - 2019 (1 year)

Rmh Investment Management, LLC

2011 - 2018 (7 years)

Orchid Run Investments, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edwin Hopper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sonora Investment Management

Ebersole Gaines
Scottsdale, AZ
Sara Alexander
Tucson, AZ
Edwin Hopper
Tucson, AZ
Ludwell Gaines
Scottsdale, AZ
Michael Arko
Phoenix, AZ
Alex Nielsen
Tucson, AZ
Witta Payackapan
Tucson, AZ
Ryan Gargol
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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