Paul
Hopkins

Sharebuilder 401K

CRD#5996048
Investment Advisor
in Seattle, WA

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About this Advisor

Paul Hopkins is a financial advisor working in Seattle, Washington, with 4 years of industry experience. Hopkins works at Sharebuilder 401K. During their career, Hopkins has held roles at Sharebuilder and Sharebuilder Advisors. Hopkins holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Washington. Sharebuilder 401K is a financial advisory firm based out of Seattle, WA. Sharebuilder 401K performs a set of services, including pension consulting services and educational seminars. Financial management fees vary depending on which services are offered. However, fees billed by Sharebuilder 401K can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Ave Suite 1400
Seattle, WA 98104

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Sharebuilder 401K Brokerage Details

Total Number of Employees

30

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Paul Hopkins Work History

Paul has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sharebuilder Advisors

2011 - 2019 (8 years)

Sharebuilder

*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 Paul Hopkins 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 Sharebuilder 401K

Sara Andres
Spearfish, SD
Paul Hopkins
Seattle, WA
Vince Hacut
Seattle, WA
Duncan Varela
Seattle, WA
Matthew Marengo
Seattle, WA
Steven Oneal
Woodlands, TX
James Shen
Seattle, WA
Cynthia Ghaffari
Seattle, WA

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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