Unclaimed
Bryan Hopkins is a financial advisor at Independent Financial Group, LLC. Bryan has been in the financial industry since January 2002. Bryan is registered with FINRA and the Securities and Exchange Commission (SEC) and has a series 6, 7, 63 and 65 license. Bryan is also a Certified Financial Planner. Independent Financial Group, LLC is a fee-based Registered Investment Advisor with approximately $7 billion in assets under management. The firm provides financial planning, portfolio management and investment advisory services to a diverse clientele, including individuals, families, businesses and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
04/21/2022 - Present
Independent Financial Group, LLC (Boise ID)
CA
01/17/2002 - 09/10/2010
ROYAL ALLIANCE ASSOCIATES, INC. (ANAHEIM HILLS CA)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Hopkins is the right advisor for you? Invested Better is here to help.