Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lorenzo Lopez is a registered investment advisor representative for Fisher Investments. Gregory joined the industry in 2013 and holds the Series 65 license. Gregory specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Gregory has worked for Fisher Investments since September 2015. The firm has over 2471 investment advisor representatives and manages over $298 billion in client assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/08/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/30/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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