Howard Allen Hopkinson

Employer firm

Oak Bay Financial, LLC CRD 339012

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 03/2026
  Securities Management And Research, Inc
  Henderson, NV
• 07/2003 → 10/2024
  American National Insurance
  Henderson, NV
• 10/2024 → Present
  Oak Bay Insurance Llc
  Henderson, NV
• 08/2025 → Present
  Oak Bay Financial, Llc
  Henderson, NV

Other Businesses

1. SECURE FAMILY FINANCIAL-Y-HENDERSON, NV-CORPORATE STRUCTURE-OWNER-01/2013-0-0-CORPORATE STRUCTURE. 2. AMERICAN NATIONAL-Y-HENDERSON,NV-INSURANCE-AGENT-06/2003-160-8-INSURANCE SALES. 3. RENTAL PROPERTY-N-HENDERSON, NV-RENTAL PROPERTY-OWNER-03/2015-1-0-OWNS A RENTAL PROPERTY. 4. OAKBRIDGE GROUP- N- HENDERSON, NV- BUILDING- OWNER/MANAGER- 08/2022- 2- 2- OWN AND MANAGE BUILDING PROPERTY. 5. POWER BUILT HORSES LLP- N- HENDERSON, NV- OWNER/MANAGER- 01/2022- 20- 5- BUY, SELL, AND TRAIN HORSES. 6. HOUSE OF CHAMPIONS FOUNDATION- N- HENDERSON, NV- OFFICER- 06/2022- 1- 1- NON PROFIT ORGANIZATION SERVING THE DISABLED AND AMPUTEE COMMUNITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-12
• S63 Uniform Securities Agent State Law Examination
  2004-07-07

Other Names

• Howie Hopkinson
• Howard Allen Hopkinson