Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Raymond Hopkins is a financial advisor at LPL Financial LLC, a large broker-dealer with headquarters in Fort Mill, South Carolina. Philip has been in the financial services industry since 1985, with experience at firms such as A. G. Edwards & Sons, Inc., Murphey Favre, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
11/16/2007 - Present
LPL Financial LLC (VANCOUVER WA)
WA
02/19/1992 - 11/23/2007
A. G. EDWARDS & SONS, INC. (VANCOUVER WA)
CA
02/18/1988 - 02/14/1992
MURPHEY FAVRE, INC. (IRVINE CA)
NA
01/29/1985 - 02/23/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/29/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 09/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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