TrueAdvisor
TrueAdvisor
JL
CFP
JL
CFP

Jeffrey a Lopez

Range Advisory, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Range Advisory, LLC
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

Location

8270 Greensboro Drive, Suite 910, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Range Advisory, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Titleist Asset Management, LTD.
February 2022 - July 2022 · 5 mos
State Registrations3 states
PATXVA
Advisor
Exams
No exam information available for this advisor.