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Christopher Robert Lopez

PFS Investments Inc.

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About Christopher Robert Lopez

Christopher Lopez is a registered representative with PFS Investments Inc. based in Redlands, California. Christopher is currently licensed in California. Christopher has a background in financial services with experience in investment company products/variable contracts representative and securities industry essentials. Christopher obtained the Series 6TO, SIE and Series 63 licenses. Christopher has a total of 3 years of experience in the financial industry.

Firm Information

Christopher Lopez is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Lopez’s Registration & Firm History

CA

08/21/2023 - Present

PFS Investments Inc. (REDLANDS CA)

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Licenses & Designations

BC

Issued 09/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Robert Lopez.
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