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William J. Hopkins

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CRD#: 1915337
WH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Joseph Hopkins, who also goes by Bill Joseph Hopkins, William Hopkins, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1989. William had worked at 12 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Joseph Hopkins | William Hopkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 14, 2011 - May 8, 2012

FOX FINANCIAL MANAGEMENT CORPORATION

BD
CRD#: 134277
CARROLLTON, TX
Past

January 4, 2008 - November 30, 2009

FOX FINANCIAL MANAGEMENT CORPORATION

BD
CRD#: 134277
CARROLLTON, TX
Past

January 24, 2005 - December 2, 2005

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

February 7, 2002 - January 7, 2003

DIESEL ENERGY INTERNATIONAL, L.L.C.

BD
CRD#: 104484
DALLAS, TX
Past

June 6, 2001 - October 8, 2001

AMEREST SECURITIES, INC.

BD
CRD#: 40201
DALLAS, TX
Past

April 7, 1999 - February 27, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

April 3, 1997 - September 9, 1997

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

March 27, 1995 - April 7, 1997

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
AURORA, CO
Past

March 21, 1994 - March 29, 1995

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

March 15, 1993 - May 23, 1994

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

July 16, 1992 - November 4, 1992

FLEMMING, ANDERSON, COHEN & LEE, INC.

BD
CRD#: 23121
LITTLETON, CO
Past

October 24, 1989 - July 8, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

April 18, 1989 - August 8, 1989

F.N. WOLF & CO., INC.

BD
CRD#: 13051

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/26/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FOX FINANCIAL MANAGEMENT CORPORATION
FOX FINANCIAL MANAGEMENT CORPORATION

CRD#: 134277 / SEC#: , 8-66827

BD
Terminated by SEC on 02/22/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/22/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROONEY, JAMES EDWARD JRPRESIDENT1857754
MURPHY, BRIAN ANDREWCHIEF COMPLIANCE OFFICER4743164

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOX FINANCIAL MANAGEMENT CORPORATION

CRD#: 134277

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