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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hopkins is a financial advisor with over 20 years of experience. He has a broad range of experience in the financial industry, having previously worked with firms such as TD Ameritrade, Scottrade, and H&R Block. Christopher is currently registered with EP Wealth Advisors in Brighton, MI. Christopher works with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. In addition to providing financial planning services, Christopher also offers retirement plan advisory services and tax preparation services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan advisory services & tax preparation services
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.
A percentage of the total value of assets under management is charged.
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MI
01/02/2025 - Present
EP Wealth Advisors (Brighton MI)
FL
03/04/2022 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Venice FL)
WA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (SEATTLE WA)
WA
11/23/2016 - 02/26/2018
SCOTTRADE, INC. (REDMOND WA)
WI
03/09/2015 - 11/18/2016
CAPITAL FINANCIAL SERVICES, INC. (Elkhorn WI)
WI
06/29/2010 - 02/26/2015
PACKERLAND BROKERAGE SERVICES, INC. (ELKHORN WI)
OR
12/06/2004 - 10/14/2008
TD AMERITRADE, INC. (PORTLAND OR)
MI
05/11/2004 - 11/12/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
05/01/2000 - 12/20/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/04/1999 - 01/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
02/24/1999 - 05/20/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/24/1999 - 05/20/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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