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Jeffrey A Lopez

Range Advisory, LLC

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About Jeffrey A Lopez

Jeffrey Lopez is a financial advisor at Range Advisory, LLC, based in McLean, Virginia. Jeffrey holds a Certified Financial Planner designation. Jeffrey has experience in financial services, and has previously worked at StoneTurn Group and Deloitte. Jeffrey specializes in a range of areas, including financial planning, portfolio management, and selection of other advisers. Jeffrey is registered to provide investment advisory services in Pennsylvania, Texas, and Virginia.

Firm Information

Jeffrey Lopez is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

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Jeffrey Lopez’s Registration & Firm History

VA

01/11/2024 - Present

Range Advisory, LLC (MCLEAN VA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey A Lopez.
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