Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hopkins is an investment advisor representative at Beacon Pointe Advisors, LLC, a firm that has been in operation since 2009. David has been registered with the SEC since 2010 and is currently licensed in California. David specializes in financial planning, portfolio management, and pension consulting. He is also licensed to sell insurance products. David's previous experience includes working for firms such as PURSHE KAPLAN STERLING INVESTMENTS and MORGAN STANLEY SMITH BARNEY.
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.
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.
Strategic management for diversified investment portfolios.
Consulting 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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2
CA
06/17/2010 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
02/20/2014 - 12/05/2014
PURSHE KAPLAN STERLING INVESTMENTS (NEWPORT BEACH CA)
CA
05/10/2010 - 01/17/2014
PURSHE KAPLAN STERLING INVESTMENTS (NEWPORT BEACH CA)
CA
06/01/2009 - 05/28/2010
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
03/01/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
IA
Issued 03/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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