Donald Lopiccolo, financial advisor Newport Beach CA
90 score

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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Canterbury Consulting Newport Beach, CA Aug 2013 - Current 3
Unionbanc Investment Services Tustin, CA Feb 2012 - May 2013 1
Union Bank Long Beach, CA Jan 2008 - Feb 2012 4
Bj Pizza Long Beach, CA Jun 2007 - Jan 2008 < 1
Savage Bmw Ontario, CA Jul 2006 - May 2007 < 1
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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