Ronald Lopez is a registered investment advisor at Raymond James & Associates, INC., based in McAllen, TX. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1400 N. McColl Road, Suite 101, McAllen, TX, 78501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ronald owns 40% of Cubaconstruction LLC, a residential home construction company based in Brownsville, TX. He plays no active role in the business.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
April 2025 - Present · 1 yr 5 mos
State Registrations1 state
TX
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.
Ronald Lopez - Financial Advisor | TrueAdvisor