Angelica Lopez
Angelica Lopez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albuquerque, NM, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8206 Louisiana Blvd, NE, Suite A, Albuquerque, NM, 87113
Get directionsHistory
Regulatory History (1)
Regulatory
October 2021Other Business ActivitiesSells Insurance
Angelica is involved in several outside business activities, including business and intuitive coaching, selling supplemental insurance benefits through Colonial Life, selling essential oils, working as a Medicare insurance specialist, and authoring books. She dedicates about 10-20% of her time to Colonial Life and The Road Ahead, while the other activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Trivelloni Asset Management
PFS Investments INC.Broker
State Registrations9 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.