Matthew LopezCRD Number: 6294236
Current Firm: Questar Asset Management, Inc.
Matthew Lopez (CRD# 6294236) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Truckee, CA and has over 3 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Questar Asset Management||Minneapolis, MN||Jan 2015 - Current||2|
|Questar Capital Corporation||Minneapolis, MN||Apr 2014 - Current||3|
|Next Level Advisors||Roseville, CA||Nov 2008 - Jan 2015||6|
|Marcus & Millichap||Palo Alto, CA||Dec 2012 - May 2014||1|
|Granite Bay High School||Roseville, CA||Aug 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- 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, VI, VT, WA, WI, WV