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William Bradley Hopkins

Charles Schwab & CO., Inc.

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About William Bradley Hopkins

William Hopkins is a financial advisor with over 5 years of experience in the industry. William is currently registered as a Registered Representative with Charles Schwab & CO., Inc. and has been registered with the firm since September 2022. Prior to that, William was a Registered Representative at TD Ameritrade, Inc., and has previously been registered in 51 states and the District of Columbia. William holds Series 7, 63, and 66 licenses and is also registered with the state of Missouri as an Investment Advisor Representative. William has a focus on Financial Planning and Portfolio Management for individuals, and also acts as a sponsor for the wrap fee program at Charles Schwab & CO., Inc.

Firm Information

William Hopkins is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William Hopkins’s Registration & Firm History

MO

09/30/2022 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

04/24/2018 - 12/31/2023

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Bradley Hopkins.
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