David
Hopkins
Great Valley Advisor Group, Inc
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About this Advisor
David Hopkins is a certified financial planner operating in Altoona, Wisconsin with 9 years of relevant experience. Hopkins currently works for Great Valley Advisor Group, Inc. Throughout their career, Hopkins has worked at Principal Life Insurance Co, Princor Financial Services Corp, Great Valley Advisor Group, Inc and Lpl Financial LLC. Hopkins maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Wisconsin. Great Valley Advisor Group, Inc is a financial advisory firm that has its headquarters in Wilmington, DE. The investment advisory business has offices in 72 locations and a total of 146 people on staff. It manages $5 billion in assets across its 21,345 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 21,345 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely are based on which service is offered. Fees billed by Great Valley Advisor Group, Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
David Hopkins Work History
David has been registered as a financial advisor for 9 years.*
Lpl Financial LLC
Great Valley Advisor Group, Inc
Principal Life Insurance Co
Princor Financial Services Corp
*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 David 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 Great Valley Advisor Group, Inc
Waukesha, WI
Kutztown, PA
Boca Raton, FL
Wilmington, DE
Wilmington, DE
Brookfield, WI
Altoona, WI
Albertville, MN
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.
