Donald Lopiccolo, financial advisor Newport Beach CA

Donald Lopiccolo

CRD Number: 6029244
Current Firm: Canterbury Consulting Incorporated

Donald Lopiccolo (CRD# 6029244) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Canterbury Consulting Newport Beach, CA Aug 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Donald P. Lopiccolo
Phone Number: 949-721-9580
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,615
    MILLIONS
  • Total Number of Accounts
    4,358
    ACCOUNTS
  • Average Account Value
    $1,517,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, ID, NV, OH, OR, TN, TX, UT, WA

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