Luke Hopkins
Investment adviser representative at Wells Fargo Advisors
19 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Luke Hopkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2023 to now
- MML Investors Services, LLCSep 2019 to Jan 2023
- Massmutual Life InsuranceAug 2019 to Jan 2023
- Intervest International Equities CorpFeb 2019 to Aug 2019
- First Command Advisory ServicesDec 2015 to Jan 2019
- First Command Financial Planning, Inc.Jun 2007 to Jan 2019
- First Command Insurance Services, Inc.Jun 2007 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5391482
- Firm CRD
- 19616