Bryan
Hopkins

Independent Financial Group, LLC

CRD#4489174
Investment Advisor
in San Diego, CA
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About this Advisor

Bryan Hopkins is a certified financial planner who is based in San Diego, California. Currently a registered investment advisor with Independent Financial Group, LLC, Hopkins has an impressive 27 years of professional experience. Hopkins holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hopkins is registered to advise clients based out of California. Throughout their career, they have worked at Hopkins & Company Cpa, Independent Financial Group, Bonnie & Hopkins Cpas, Apc and Royal Alliance Associates, Inc. Independent Financial Group, LLC is located in San Diego, California, and has 364 other offices across the United States. As an advisory firm, Independent Financial Group, LLC oversees $3 billion in assets dispersed across 11,983 accounts and retains more than 680 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bryan Hopkins Work History

Bryan has 27 years of experience.

2015 - Present (4 years)

Hopkins & Company Cpa

2010 - Present (9 years)

Independent Financial Group

2001 - 2010 (9 years)

Royal Alliance Associates, Inc

1991 - 2015 (24 years)

Bonnie & Hopkins Cpas, Apc

Disclosures

Bryan Hopkins has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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