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David Lopez

BCI Securities, Inc.

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About David Lopez

David Lopez is a registered representative with BCI Securities, Inc. in MIAMI, FL. David Lopez has been in the securities industry since September 26, 2006 and has been with BCI Securities, Inc. since January 17, 2024. David Lopez has passed the Series 7, Series 99 and SIE exams. David Lopez has been registered in Florida since January 17, 2024. BCI Securities, Inc. is a registered investment advisor and broker-dealer with over 320 million dollars in assets under management. David Lopez specializes in providing investment advisory services to corporations, individuals, and high-net-worth individuals.

Firm Information

David Lopez is currently registered with BCI Securities, Inc.. BCI Securities, Inc. is a corporation formed in July 2011, headquartered in Miami, Florida. The firm provides investment advisory services, including portfolio management for individuals, businesses, and investment companies. They also offer selection of other advisors services. BCI Securities is registered with the SEC and in 23 states. They currently manage approximately $320,999,438 in assets for clients.
BCI Securities, Inc.

1450 BRICKELL AVENUE

MIAMI, FL 33131

$321.00M

Assets Under Management

Not reported

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Lopez’s Registration & Firm History

FL

01/17/2024 - Present

BCI Securities, Inc. (MIAMI FL)

FL

09/22/2006 - 01/12/2024

BRADESCO INVESTMENTS INC. (CORAL GABLES FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2014

Series 99 - Operations Professional Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lopez.
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