Joel Lopata (CRD# 7769042) is an Investment Advisor Representative working at Vincimus Capital, LLC in Malibu, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rallyx Management Solutions | Jacksonville, FL | Feb 2023 - Current | 1 |
| Hogan Lovells Us LLP | Los Angeles, CA | Nov 2021 - Jan 2023 | 1 |
| Unemployed | Malibu, CA | Aug 2021 - Oct 2021 | < 1 |
| Unemployed | Malibu, CA | May 2021 - Jul 2021 | < 1 |
| Pepperdine University | Malibu, CA | Aug 2018 - May 2021 | 2 |
| Hogan Lovells Us LLP | Los Angeles, CA | Jun 2020 - Jul 2020 | < 1 |
| Federal Bureau Of Investigation | Los Angeles, CA | Jun 2019 - Apr 2020 | < 1 |
| Fullscreen, Inc. | Los Angeles, CA | May 2015 - Aug 2018 | 3 |
| Mcbeard Media | Culver City, CA | Feb 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- FL
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$482,821
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, FL
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