Hairold Lopez (CRD# 6938384) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Intel Corporation | Chandler, AZ | Apr 2018 - Current | 6 |
Harmony Asset Management | Scottsdale, AZ | Jan 2018 - Current | 6 |
Unemployed | Phoenix, AZ | Dec 2017 - Jan 2018 | < 1 |
Thunderbird School Of Global Management | Glendale, AZ | Jul 2016 - Dec 2017 | 1 |
Intel Corporation | Chandler, AZ | May 2017 - Aug 2017 | < 1 |
Phillips 66 | Orroyo Grande, CA | Oct 2015 - Jul 2016 | < 1 |
Santa Cruz Bio Technology | Paso Roblez, CA | Jan 2015 - Oct 2015 | < 1 |
University Of Colorado-denver | Denver, CO | Sep 2014 - Dec 2014 | < 1 |
Santa Cruz Biotechnology | Paso Robles, CA | Jun 2014 - Sep 2014 | < 1 |
Arizona State University | Tempe, AZ | Jan 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- AZ
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts481ACCOUNTS
-
Average Account Value$740,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
AL, AZ, CA, FL, NY, TX
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