Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hopper is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with Private Advisor Group, LLC, and is based in Carrollton, TX. Robert has held previous positions with several other firms including CFD INVESTMENTS, INC., CULLUM & BURKS SECURITIES, INC., GUNNALLEN FINANCIAL, INC, INTERSECURITIES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, FORTIS INVESTORS, INC., and SUN INVESTMENT SERVICES COMPANY. Robert holds a number of professional designations, including Chartered Financial Consultant.
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.
Solicitation/referral
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/referral fees
1
2
TX
07/06/2021 - Present
Private Advisor Group, LLC (Carrollton TX)
TX
05/12/2010 - 03/30/2012
CFD INVESTMENTS, INC. (CARROLLTON TX)
TX
06/02/2006 - 05/17/2010
CULLUM & BURKS SECURITIES, INC. (CARROLLTON TX)
TX
08/08/2005 - 06/09/2006
GUNNALLEN FINANCIAL, INC (ADDISON TX)
FL
05/03/1999 - 08/04/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
09/04/1997 - 04/29/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
01/24/1996 - 09/09/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
10/27/1995 - 01/25/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
12/23/1985 - 11/02/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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