Jose LopezCRD Number: 5514067
Current Firm: Lincoln Investment
Jose Lopez (CRD# 5514067) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lincoln Investment Planning, Inc.||Lutz, PA||Apr 2008 - Current||9|
|Self Employed||West Palm Beach, FL||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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)
- Market timing services
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV