William J. Hopke

BALLARDSVILLE INVESTMENT ADVISORS

Charles City, VA 23030

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CRD#: 873981

Professional summary

William Joseph Hopke is a registered financial advisor currently at BALLARDSVILLE INVESTMENT ADVISORS located in Charles City, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BALLARDVILLE FARM, CO-OWNER WITH WIFE, LIGHT FARMING ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Hopke'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

February 15, 2017 - Present

BALLARDSVILLE INVESTMENT ADVISORS

Office #1: 15500 The Glebe Lane, Charles City, VA 23030

RIA

CRD#: 284846

Charles City, VA

Past

October 27, 2015 - February 23, 2017

HARVEST FINANCIAL GROUP, LLC

RIA

CRD#: 149503

RICHMOND, VA

Past

June 18, 2015 - October 13, 2015

HARVEST FINANCIAL GROUP, LLC

RIA

CRD#: 149503

RICHMOND, VA

Past

February 10, 1999 - September 17, 1999

BCG INVESTMENT RESOURCES, INC.

CRD#: 31805

RICHMOND, VA

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

Virginia
(2/15/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/9/1999

General Securities Representative Examination

Current Firm

BALLARDSVILLE INVESTMENT ADVISORS

BALLARDSVILLE INVESTMENT ADVISORS | BALLARDSVILLE INVESTMENTS INC

CRD#: 284846 / SEC#:

Virginia

Registered Investment Advisory firm - (2/15/2017 Approved)

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Contact information

Main Address

15500 The Glebe Lane, Charles City, VA 23030

Mailing Address

Phone number

(757) 876-0402

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 25,140,000

Red Flags

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

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William J. Hopke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Hopke's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALLARDSVILLE INVESTMENT ADVISORS

HARVEST FINANCIAL GROUP, LLC

HARVEST FINANCIAL GROUP, LLC

BCG INVESTMENT RESOURCES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2015

Series 7

Date: 2/9/1999

Current Firm

BALLARDSVILLE INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BALLARDSVILLE INVESTMENT ADVISORS

TRUST BUT VERIFY

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