Robert Hopper
Robert Hopper is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Carrollton, TX, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Carrollton, TX
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Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Robert operates Hopper Financial Services, Inc. as a DBA for his LPL business since 2012. He is also an independent insurance agent selling non-variable insurance since 1986, dedicating a few hours per week. Robert also provides investment advisory services through Private Advisor Group, spending nearly full-time on this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Advisor Resource Council
LPL Financial LLC
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Cullum & Burks Securities, INC.
Cullum & Burks Securities, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Intersecurities, INC.Broker
Intersecurities, INC.
Financial Network Investment CorporationBroker
Intersecurities, INC.Broker
Fortis Investors, INC.Broker
Sun Investment Services CompanyBroker
State Registrations10 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.