William Lopez

7 Years of Experience

Chatsworth, CA

1 DisclosureBroker

William Lopez is a registered investment advisor at Wells Fargo Advisors, based in Chatsworth, CA, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

14699 advisors

IM Fee

Planning only

Assets Under Management

$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10250 Mason Ave, Chatsworth, CA, 91311

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History

Regulatory History (1)

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Financial

July 2026

Pending

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Employment History

Current Registrations

Wells Fargo Clearing Services, LLCBroker

June 2024 - Present · 2 yrs 4 mos

Wells Fargo Advisors

June 2024 - Present · 2 yrs 4 mos

Previous Registrations

LPL Financial LLCBroker

July 2023 - May 2024 · 10 mos

State Registrations1 state

AdvisorBrokerBoth

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.

Exams

No exam information available for this advisor.

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