Odalis Lopez, financial advisor Miami FL
86 score

Odalis Lopez

CRD Number: 2993804
Current Firm: G. A. Repple & Company

Odalis Lopez (CRD# 2993804) is an Investment Advisor Representative working at G. A. Repple & Company in Miami, FL and has over 17 years of experience in the finance industry. Odalis Lopez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
G.a. Repple And Company Casselberry, FL Jul 2016 - Current < 1
Odalis M. Lopez Financial Associates, LLC Maimi, FL Jan 2006 - Current 10
Sterling Benefits Group, LLC Miami, FL Jan 2006 - Current 10
Financial West Group Westlake Village, CA Jun 2014 - May 2016 1
A&k Insurance Consultants,inc. Maimi, FL Apr 1997 - May 2016 19
Centaurus Financial, Inc. Anaheim, CA Jan 2014 - Jun 2014 < 1
Oneamerica Securities Miami, FL Nov 2009 - Jan 2012 2
American United Life Miami, FL Sep 2009 - Jan 2012 2
Massmutual Springfield, MA Jan 2004 - Nov 2009 5
Mml Investors Services, Inc. Fort Lauderdale, FL Jan 2004 - Nov 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Odalis M. Lopez
Phone Number: 407-339-9090
Firm Website: http://www.garepple.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $144,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
86

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