Dallas Lopez, financial advisor Great Falls MT
89 score

Dallas Lopez

CRD 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.

Similar Advisors
John Bebee, financial advisor Great Falls MT
John K. Bebee
CRD# 1630942
D.a. Davidson & Company
Score
96
Similar Advisors
Ronald Bibler, financial advisor Great Falls MT
Ronald R. Bibler
CRD# 2128068
Bibler Financial Group
Score
96
Similar Advisors
Eric Borggard, financial advisor Great Falls MT
Eric D. Borggard
CRD# 2180555
Wells Fargo Advisors, LLC
Score
96
Company Name Location Dates Years
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
Contact Info for Dallas A. Lopez
Phone Number: 214-294-5000
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.