Lorenzo Sanchez Lopez (CRD# 6746653) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has 1 year of experience in the finance industry. Lorenzo Sanchez 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rowling & Associates LLC | San Diego, CA | Oct 2020 - Current | 3 |
| Rowling & Associates | San Diego, CA | Nov 2013 - Oct 2020 | 6 |
- CA
- TX
-
Total Assets Under Management545MILLIONS
-
Total Number of Accounts1,238ACCOUNTS
-
Average Account Value$440,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, NY, OR, TX, WA
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