At Barnegat Financial, protecting and growing our client’s assets is our number one priority. The Barnegat investment philosophy is to use world class, tactical asset managers to create the best possible portfolios for each client depending on that client’s risk appetite and current financial situation. We use a “top down” approach along with fundamental analysis to select and monitor our asset managers. Using a top down approach requires that our managers are actively monitoring the economy and stock market from 50,000 feet, and will adjust their portfolios accordingly. We do not rely on a “buy and hold strategy” at Barnegat, due to our belief that active, tactical management outperforms in most economic environments. We use a combination of active asset managers, alternative investments and low correlation asset management to try and protect assets from down markets, while trying to get as much of the upside in an up market as we feel comfortable Pete Hopkins started Barnegat Financial in 2008 to be able to help protect and grow his client’s assets using his active management methodology. Pete started his career as a financial analyst at Bank One in the early 1990’s and had various roles in the Corporate Finance department before leaving Bank One in 1999 to start in the Financial Advisory business. After seven years at Legg Mason Wood Walker, Inc. as a financial advisor, Pete started with LPL Financial, the largest independent brokerage in the United States, in 2003. Shortly thereafter Barnegat Financial was formed. Pete has a BBA in Finance from Temple University in Philadelphia, and an MBA from The Ohio State University. He enjoys coaching soccer and playing golf in his free time. Pete lives in Dublin, Ohio with his wife Jodi, and his three sons Cullen, Jack and Brendan.
View Top Employees from Barnegat FinancialWebsite | http://www.lpl.com/barnegat |
Ticker | LPLA |
Revenue | $8.1 billion |
Funding | $469.7 million |
Employees | 3 (2 on RocketReach) |
Founded | 2005 |
Address | 4707 Executive Dr, San Diego, California 92121, US |
Phone | (800) 877-7210 |
Fax | (860) 652-7495 |
Industry | Financial Services, Brokerage, Finance |
Web Rank | 53975 |
Web Visits | 819090 |
Keywords | Lpl Financial, Lpl, Lpl Login, Lpl Financial Careers, Lpl Financial Llc, Consumer Finance Broker Opportunities |
Competitors | Lincoln Financial Advisors, Oppenheimer & Co. Inc., Pershing, a BNY Mellon company, Raymond James, Stifel Financial Corp. |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 42 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 4251 Companies, NAICS Code 425 Companies |
Looking for a particular Barnegat Financial employee's phone or email?
The Barnegat Financial annual revenue was $8.1 billion in 2023.
Pete Hopkins is the President of Barnegat Financial.
2 people are employed at Barnegat Financial.
Barnegat Financial is based in San Diego, California.
The NAICS codes for Barnegat Financial are [5223, 522, 42, 523, 52, 4251, 425].
The SIC codes for Barnegat Financial are [621, 62].