Benjamin Lopez (CRD# 4108524) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Actinver Wealth Management, Inc. | Houston, TX | Mar 2014 - Current | 10 |
| Optima Capital Management, Inc. | San Antonio, TX | Feb 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- CA
- PA
- TX
- VA
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Total Assets Under Management861MILLIONS
-
Total Number of Accounts1,019ACCOUNTS
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Average Account Value$844,916
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, CA, CO, DE, FL, GA, IN, MN, NV, NY, OR, PA, SD, TN, TX, VA, WA
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