Mildred Lopez, financial advisor San Diego CA

Mildred Lopez

CRD Number: 4021962
Current Firm: Ipg Investment Advisors, LLC

Mildred Lopez (CRD# 4021962) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ipg Investment Advisors, LLC Miami, FL Feb 2020 - Current 4
Investment Placement Group Miami, FL Sep 2016 - Current 7
Wunderlich Securities, Inc. Memphis, TN Jan 2015 - Sep 2016 1
Dominick & Dominick LLC Miami, FL Jan 2005 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Mildred Lopez
Phone Number: 619-326-1200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,745
    MILLIONS
  • Total Number of Accounts
    1,224
    ACCOUNTS
  • Average Account Value
    $2,242,309
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

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