David LopezCRD Number: 5884243
Current Firm: Alphastar Capital Management, LLC
David Lopez (CRD# 5884243) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Stafford, VA and has over 6 years of experience in the finance industry.
David Wealth Management, LLC
Monument Wealth Management
Wealthcrest Financial Services, LLC
|Alphastar Capital Management, LLC||Stafford, VA||Aug 2011 - Current||5|
|Ilg LLC||Stafford, VA||Oct 2008 - Current||8|
|Regal Investment Advisors LLC||Kentwood, MI||Jan 2011 - Aug 2011||< 1|
|Vps LLC||Stafford, VA||Mar 2004 - Oct 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management149MILLIONS
Total Number of Accounts2,660ACCOUNTS
Average Account Value$56,128
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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