Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lopez is a financial advisor registered with the state of Virginia, David has been in the financial services industry since October 2008. David is currently an Investment Advisor Representative with Alphastar Capital Management. David holds the Series 65 license. David works with individuals, high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Alphastar Capital Management provides financial planning, portfolio management for individuals, and pension consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
08/31/2011 - Present
Alphastar Capital Management (STAFFORD VA)
IA
Issued 02/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Lopez is the right advisor for you? Invested Better is here to help.
