Pablo Lopez is a registered investment advisor at Pfl Partners LLC, based in Hawthorne, CA, with 4 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PFL Partners does not directly manage investments. Instead, they help you choose a third-party investment manager. PFL does not charge a fee for referring clients to an outside manager. The only fees PFL collects are for financial planning services.
Location
Hawthorne, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Pablo is involved with PFL Partners LLC, a consulting CFO and strategic advisory firm for early and mid-stage companies. The services provided do not include advice or analysis regarding securities or investment advisory services.
Employment History
Current Registrations
Pfl Partners LLC
State Registrations1 state
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