David Hopkins
David Hopkins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Altoona, WI, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
903 S Hillcrest Pkwy, Altoona, WI, 54720
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several investment-related activities, including working as an IAR through Great Valley Advisor Group and operating North Point Advisor Group LLC. He also works with non-variable insurance products, dedicating a portion of his time to life, disability, fixed annuities, and LTC insurance.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Princor Financial Services CorporationBroker
Princor Financial Services Corporation
State Registrations16 states
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