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Enrique Lopez

Arkadios Wealth Advisors

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About Enrique Lopez

Enrique Lopez is a financial advisor with over 20 years of experience in the financial industry. Enrique is currently registered with Arkadios Wealth Advisors and has been with the firm since 2018. Enrique previously worked with LPL Financial, Raymond James, Merrill Lynch, Edward Jones, and H.D. Vest. Enrique is a registered representative in Texas and holds Series 7, 63, and 66 securities licenses. Enrique specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.

Firm Information

Enrique Lopez is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Enrique Lopez’s Registration & Firm History

TX

12/07/2018 - Present

Arkadios Wealth Advisors (Mission TX)

TX

03/13/2008 - 08/08/2018

LPL FINANCIAL LLC (MCALLEN TX)

TX

05/22/2003 - 03/10/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (PHARR TX)

NY

03/29/1999 - 04/28/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MO

06/15/1995 - 05/30/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

TX

10/28/1994 - 04/21/1995

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 06/01/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Enrique Lopez. Review regulatory record here.
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