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William Hopwood

25 Years of Experience
Durham, NC
BrokerSells Insurance

William Hopwood is a registered investment advisor, based in Durham, NC, with 25 years of industry experience.

Location

280 S. Mangum Street, Suite 550, Durham, NC, 27701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a Director and Investment Advisor Representative at Verity Asset Management, dedicating full-time hours to offering investment advisory services. He is also an officer at Verity Financial Group, the parent company of Verity Investments and Verity Asset Management, spending minimal time on this role.

Employment History
Current Registrations
The Leaders Group, INC.
November 2025 - Present · 6 mos
The Leaders Group, INC.Broker
November 2025 - Present · 6 mos
Verity Asset Management
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Verity Investments, INC.
July 2005 - July 2011 · 6 yrs
Verity Investments, INC.Broker
March 2001 - November 2025 · 24 yrs 8 mos
Edward JonesBroker
June 2000 - January 2001 · 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Hopwood - Financial Advisor | TrueAdvisor