Unclaimed
Kevin Hopkins is a financial advisor with Davenport & Co. LLC. He is based in RICHMOND, VA and has been a registered representative since 2004. Kevin has a deep understanding of the financial markets and has helped many clients achieve their financial goals. He is committed to providing personalized advice and exceptional service to each of his clients. Before joining Davenport & Co. LLC, Kevin was employed by Wells Fargo and Deutsche Bank.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
12/16/2019 - Present
Davenport & Co. LLC (RICHMOND VA)
NY
09/26/2005 - 03/28/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/25/2004 - 09/26/2005
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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