Barbara LopezCRD Number: 4596155
Current Firm: Raymond James Financial Services Advisors, Inc.
Barbara Lopez (CRD# 4596155) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Encino, CA and has over 6 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Raymond James Financial Services, Inc.||Encino, CA||Mar 2011 - Current||6|
|Raymond James Financial Services Advisors, Inc.||Encino, CA||Mar 2011 - Current||6|
|Hamilton Investment Group Inc.||Encino, CA||Mar 2011 - Current||6|
|Crowell, Weedon & Company||Encino, CA||Sep 2002 - Mar 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV