Kevin
Galvin

Hopwood Financial Services, Inc

CRD#5578925
Investment Advisor
in Reston, VA

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About this Advisor

Kevin Galvin is a certified financial planner and chartered financial analyst who works in Reston, Virginia who has 8 years of relevant experience. Galvin is an advisor for Hopwood Financial Services, Inc. Over the course of their career, they have held roles at West Capital Management, Inc and Hopwood Financial Services. Galvin maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Maryland, Texas and Virginia. Hopwood Financial Services, Inc is a firm operating out of Reston, VA. The firm has offices in three locations and a total of nine employees. It handles $486 million in assets between its 1,026 accounts, placing it among the larger firms in the United States by assets under management. Of its 1,026 customer accounts, 51% are associated with high-net-worth investors who have at least $1 million in investable assets. Hopwood Financial Services, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which service is offered. Fees billed by Hopwood Financial Services, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10740 Parkridge Blvd. Suite 150
Reston, VA 20191

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Hopwood Financial Services, Inc Brokerage Details

Total Assets Under Management

$486,260,899

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

1,026

VA Average: 1,458
Average Account Size

$473,938

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kevin Galvin Work History

Kevin has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Hopwood Financial Services

2010 - 2014 (4 years)

West Capital Management, Inc

*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 Kevin Galvin 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 Hopwood Financial Services, Inc

Michael Sheehan
Reston, VA
Peter Ramig
Reston, VA
Lauren Smith
Reston, VA
Kevin Galvin
Reston, VA
Herbert Hopwood
Reston, VA

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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