Dallas LopezCRD Number: 6261550
Current Firm: 1st Global Advisors Inc.
Dallas Lopez (CRD# 6261550) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Great Falls, MT and has over 2 years of experience in the finance industry.
D.a. Davidson & Company
Bibler Financial Group
Wells Fargo Advisors, LLC
|1st Global Advisors, Inc.||Great Falls, MT||Dec 2015 - Current||1|
|1st Global Capital Corp.||Great Falls, MT||Dec 2015 - Current||1|
|Junkermier Clark Campanella Stevens Pc||Great Falls, MT||Nov 2015 - Current||1|
|1st Global Insurance Services, Inc.||Great Falls, MT||Dec 2008 - Current||8|
|First Command Financial Planning, Inc.||Fort Worth, TX||May 2014 - Nov 2015||1|
|First Command Insurance Services, Inc.||Fort Worth, TX||May 2014 - Nov 2015||1|
|First Command Financial Services Inc.||Fort Worth, TX||Oct 2013 - Apr 2014||< 1|
|Montana School Equipment||Great Falls, MT||Jun 2013 - Sep 2013||< 1|
|Unemployed||Great Falls, MT||Mar 2013 - May 2013||< 1|
|Denver Mattress Company||Davenport, IA||Feb 2011 - Mar 2013||2|
|Denver Mattress Company||Cedar Rapids, IA||Oct 2008 - Feb 2011||2|
|Denver Mattress Company||Wichita Falls, TX||Sep 2006 - Oct 2008||2|
|Denver Mattress Company||Missoula, MT||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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