Luis Lopez (CRD# 7353218) is an Investment Advisor Representative working at Alphastar Capital Management in Stafford, VA and has over 3 years of experience in the finance industry.
CRD# 2496521
Ameriprise Financial Services, LLC
CRD# 2672489
Northwestern Mutual Investment Services,llc
CRD# 2039213
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Alphastar Capital Management, LLC | Cornelius, NC | Mar 2021 - Current | 3 |
Ilg Financial LLC | Stafford, VA | Jan 2020 - Current | 4 |
Enterprise Rent-a-car | Los Angeles, CA | Oct 2017 - Oct 2019 | 2 |
Nike | Los Angeles, CA | Aug 2016 - Oct 2017 | 1 |
Holiday Inn Express | Harrisonburg, VA | Jan 2015 - Jun 2016 | 1 |
James Madison University | Harrisonburg, VA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- VA
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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