MH
Martha L. Hopler
CAMBRIDGE INVESTMENT RESEARCH
Mclean, VA 22101
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CRD#: 2268556
MH
Professional summary
Martha Louise Hopler, who also goes by Martha Louis Hopler, Marti Hopler, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Mclean, Virginia.
Martha is registered as a RR (Registered Representative) and started their career in finance in 1992. Martha has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Martha Louis Hopler | Marti Hopler
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.
1)HOPLER PILKINTON ASSOCIATES INC, 8107 BIRNAM WOOD DRIVE, MCLEAN, VA 22102. BEGAN 3/19/1993 AS PRESIDENT, GROUP BENEFITS BROKER, MANAGEMENT CONSULTING SERVICES. DEVOTES 15 HR/MO- 5 HR/TRADING. 2) MARTHA L HOPLER, 8107 BRINAM WOOD DRIVE, MCLEAN, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/19/93, INV REL, 10/MO- 2/TRADING 3)TOUCHSTONE PARTNERS, LLC, 8197 BIRNAM WOOD DR, MCLEAN, VA 11/2012, Managing Partner, Owner/Partner of a Business Entity, INVESTMENT RELATED - 160 HR/MO - 120 HR/TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-30/TRADING. 5) HOPLER PILKINTON ASSOCIATES, INC, 8107 BIRNAM WOOD DRIVE, MCLEAN, VA, 03/19/1993, President, Janitorial Services, NIR, 60 HR/MO- 20/TRADING HR.
CRS (Client Relationship Summary) - BD
Click below to view Martha Louise Hopler'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®
NoneExperience
Current
August 2, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 6764 Old Mclean Village Suite 202, Mclean, VA 22101BD
CRD#: 39543
Mclean, VA
Past
August 2, 2012 - December 31, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MeLean, VA
Past
August 23, 2001 - August 7, 2012
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
RESTON, VA
Past
May 21, 2001 - August 7, 2012
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
RESTON, VA
Past
September 3, 1992 - May 2, 2001
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Virginia(8/2/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
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.
