Gregory LopezCRD Number: 6056529
Current Firm: Private Management Group Inc.
Gregory Lopez (CRD# 6056529) is an Investment Advisor Representative working at Private Management Group Inc. in Irvine, CA and has over 4 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Private Management Group||Irvine, CA||Jan 2012 - Current||6|
|Coca-cola Refreshments||Orange, CA||Apr 2011 - Jan 2012||< 1|
|Coca-cola Bottling Company||Orange, CA||Mar 2009 - Apr 2011||2|
|Greg Lopez Inc.||San Clemente, CA||Dec 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management2,474MILLIONS
Total Number of Accounts5,040ACCOUNTS
Average Account Value$490,780
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OR, TX, UT, VA, WA