Cheryl Lopez
Cheryl Lopez is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 21 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4510 Executive Dr, Ste P9, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Cheryl is involved in business ownership activities at two locations in California, starting in late 2021 and early 2022, dedicating about 10-20% of her time to each. She also has outside employment with SD Shillelagh Group, dedicating about 10-20% of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
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