Anthony Lopopolo, financial advisor Worcester MA
26 score

Anthony Lopopolo

CRD Number: 3054422
Current Firm: Voya Financial Advisors, Inc.

Anthony Lopopolo (CRD# 3054422) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Worcester, MA and has over 18 years of experience in the finance industry.

Similar Advisors
Margaret "Peggy" McGillin, financial advisor Worcester MA
Margaret "Peggy" M. McGillin
CRD# 5095058
Journey Financial Planners, LLC
Score
103
Similar Advisors
Martin Gredinger, financial advisor Worcester MA
Martin Gredinger
CRD# 1503836
Commonwealth Financial Network
Score
101
Similar Advisors
Eric Jansen, financial advisor Worcester MA
Eric C. Jansen
CRD# 1719437
Signator Investors, Inc.
Score
101
Company Name Location Dates Years
Voya Financial Advisors Worcester, MA Sep 2014 - Current 2
Ing Financial Partners, Inc. Worcester, MA Feb 2014 - Sep 2014 < 1
Ameriprise Financial Services, Inc. Auburn, MA May 1998 - Feb 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Disclosure Information

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:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Anthony Lopopolo
Phone Number: 1-800-356-2906
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Anthony Lopopolo and other advisors.
BADGES
26

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.