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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Breck Hopkins is an investment advisor representative with Avantax Advisory Services, based in Fort Smith, Arkansas. James has been in the financial services industry for over two years. James holds Series 7, 66, and SIE licenses and is registered with the state of Arkansas. James specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. James also provides solicitor referral services to third-party investment managers and participant enrollment meetings. James has been associated with Avantax Investment Services Inc. and Avantax Advisory Services since November 2021, and currently also works as a sales agent with Avantax Insurance Agency and/or Avantax Insurance 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AR
03/31/2022 - Present
Avantax Advisory Services (Fort Smith AR)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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