Nicholas Lopez (CRD# 7052805) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 2000274
Alera Investment Advisors, LLC
CRD# 6691750
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lbmz Securities, Inc. | Chicago, IL | Feb 2023 - Current | 1 |
Zacks Investment Management | Chicago, IL | Oct 2021 - Current | 3 |
Edward Jones | St Louis, MO | Dec 2018 - Aug 2021 | 2 |
Henry County Public Schools | Collinsville, VA | Jul 2018 - Dec 2018 | < 1 |
Full Time Student- Virginia Tech | Blacksburg, VA | Aug 2015 - May 2018 | 2 |
Henry County/martinsville Ymca | Martinsville, VA | May 2016 - Sep 2017 | 1 |
Full Time Student: K-12 | Ridgeway, VA | Jan 2009 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- VA
-
Total Assets Under Management10,556MILLIONS
-
Total Number of Accounts11,373ACCOUNTS
-
Average Account Value$928,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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