Paul Morgan Hopkins
Investment adviser representative at Sharebuilder 401k
15 yearsExperience
1 stateRegistered in
$0Firm assets
7 yearsFirm in business
Are you Paul Morgan 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Sharebuilder 401kAug 2019 to now
- Sharebuilder AdvisorsJul 2019 to now
- SharebuilderNov 2011 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 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
- 5996048
- Firm CRD
- 300537