Kenneth Hopkins
Kenneth Hopkins is a registered investment advisor at Orion Wealth Management LLC, based in Richardson, TX, with 42 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 75 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
3400 N. Central Expy., Ste. 110 -317, Richardson, TX, 75080
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Kenneth is a FINRA arbitrator, spending minimal time on this. He also provides investment advisory services through Orion Wealth Management and Orion Wealth Partners, dedicating full-time hours to these activities, and works with Advisors Resource Company on non-variable insurance for a few hours per week.
Employment History
Current Registrations
Orion Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Advisor Resource Council
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
Waddell & Reed
Waddell & Reed, INC.Broker
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Quick & Reilly, INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.