Chelsea Lopes (CRD# 7760199) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Caitlin John, LLC | Brighton, MI | Jul 2023 - Current | < 1 |
| Kingsbury Financial Advisors | Tampa, FL | Feb 2023 - Current | 1 |
| Vs Medspa | Tampa, FL | Oct 2021 - Nov 2022 | 1 |
| Pizza Villa | Spring Hill, FL | May 2021 - Sep 2021 | < 1 |
| Pike Engineering | Tampa, FL | Oct 2020 - Apr 2021 | < 1 |
| Pipeline Consulting | Tampa, FL | Jun 2018 - Jul 2020 | 2 |
| Saint Leo University | Dade City, FL | Aug 2017 - Jun 2019 | 1 |
| Kohl's | Spring Hill, FL | Oct 2014 - Jun 2018 | 3 |
| Pasco-hernando State College | Spring Hill, FL | Aug 2014 - Jun 2016 | 1 |
| Nature Coast Technical High School | Brooksville, FL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- FL
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts948ACCOUNTS
-
Average Account Value$151,199
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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