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EH

Elwyn V. Hopkins

KEYSTONE FINANCIAL ADVISORY
Carmel, IN
Some features on this profile are disabled
CRD#: 1984136
EH

Professional summary

Elwyn Veazey Hopkins JR, who also goes by Elwyn Veaz Hopkins Jr, Elwyn Veazey Hopkins, Elwyn Hopkins, is a registered financial advisor currently at KEYSTONE FINANCIAL ADVISORY, LLC located in Carmel, Indiana.

Elwyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Elwyn has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elwyn Veaz Hopkins Jr | Elwyn Veazey Hopkins | Elwyn 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) - RIA

Click below to view Elwyn Veazey Hopkins JR's CRS (Customer Relationship Summary).

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

Current

April 29, 2013 - Present

KEYSTONE FINANCIAL ADVISORY, LLC

RIA
CRD#: 167618
Carmel, IN
Past

July 22, 2010 - January 7, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
INDIANAPOLIS, IN
Past

July 22, 2010 - January 7, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
INDIANAPOLIS, IN
Past

December 14, 1998 - July 26, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
INDIANAPOLIS, IN
Past

September 19, 1989 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 19, 1989 - July 26, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
INDIANAPOLIS, IN

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(4/29/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/3/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1989
General Securities Representative Examination

Current Firm

KF
KEYSTONE FINANCIAL ADVISORY, LLC
KEYSTONE FINANCIAL ADVISORY, LLC

CRD#: 167618 / SEC#:

Indiana
Registered Investment Advisory firm - (4/29/2013 Approved)
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Contact information

Main Address
Carmel, IN
Mailing Address
Phone number
(317) 441-6506
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

KEYSTONE FINANCIAL ADVISORY, LLC

CRD#: 167618Carmel, IN

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