Unclaimed
Douglas Frank Lopez is a registered investment advisor representative with Aristotle Credit Partners, LLC. Douglas has been in the industry since 1993 and has a Series 2 license. Douglas is also a Chartered Financial Analyst. Douglas has been an access person for Aristotle Capital Management, LLC and Aristotle Capital Boston, LLC, both of which are registered investment advisers under the Investment Advisers Act of 1940. Douglas's current registration is with the state of California. Douglas specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/28/2016 - Present
Aristotle Credit Partners, LLC (NEWPORT BEACH CA)
BC
Issued 10/25/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
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