Stephanie Lopez
Stephanie Lopez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ruther Glen, VA, with 2 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
Ruther Glen, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as a Registered Client Assistant at Atlantic Union Bank and Atlantic Union Wealth Management/Atlantic Union Financial Consultants, LLC since March 2023. Each position takes about half of Stephanie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations1 state
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