Alejandro Lopina, financial advisor Coral Gables FL
93 score

Alejandro Lopina

CRD Number: 5457549
Current Firm: Mercantil Commercebank Investement Services, Inc.

Alejandro Lopina (CRD# 5457549) is an Investment Advisor Representative working at Mercantil Commercebank Investement Services, Inc. in Coral Gables, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Commercebank Investment Services Miami, FL Aug 2009 - Current 7
Gfg Securities LLC Miami, FL Jan 2007 - Jul 2009 2
Gfg Capital LLC Miami, FL Jun 2005 - Jul 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Alejandro A. Lopina
Phone Number: 305-460-8599
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    445
    MILLIONS
  • Total Number of Accounts
    978
    ACCOUNTS
  • Average Account Value
    $455,126
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT, FL, NJ, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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