Patricia Lopez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chicago, IL, with 17 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3214 N Broadway St, Chicago, IL, 60657
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is an assistant manager at Chateau Investments LLC, a family-owned real estate property, since 2005. Patricia spends minimal time on maintenance upkeep.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Lincoln Investment
Capital Analysts
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MML Investors Services, LLCBroker
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LPL Financial LLCBroker
MML Investors Services, INC.Broker
Fifth Third Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations4 states
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