Danial Lopez (CRD# 1309156) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services LLC | San Diego, CA | Sep 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Poway, CA | Nov 2016 - Sep 2022 | 5 |
| Wells Fargo Advisors LLC | Poway, CA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- AZ
- CA
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Total Assets Under Management1,387MILLIONS
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Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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