Saul Lopez (CRD# 7330144) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Laguna Hills, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Woodmen Of America | Rock Island, IL | Feb 2021 - Current | 3 |
| Mwa Financial Services Inc. | Rock Island, IL | Feb 2021 - Current | 3 |
| Marriott | Costa Mesa, CA | Sep 2019 - Jan 2021 | 1 |
| Wyndham Hotel | Irvine, CA | Oct 2016 - Sep 2019 | 2 |
| Hotel Irvine | Irvine, CA | Apr 2016 - Oct 2016 | < 1 |
| La Quinta Inn & Suites | Santa Ana, CA | Aug 2014 - Apr 2016 | 1 |
| Century High School | Santa Ana, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2020 |
- CA
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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