Angel Lopez
Angel Lopez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 26 years of industry experience. Angel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1401 South Florida Avenue, Lakeland, FL, 33803
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2022Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Angel is involved in several business activities, including non-variable insurance (dedicating minimal time), land ownership for cattle and hunting (dedicating about 10% of their time), and DBAs for their LPL business (dedicating full-time hours). Angel also owns rental real estate properties, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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