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John Lopez

Insigneo Advisory Services, LLC

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About John Lopez

John Lopez is a financial advisor with over 10 years of experience. John is currently registered with Insigneo Advisory Services, LLC, a firm that specializes in providing investment advisory services to high net worth individuals, corporations and other businesses. John also has prior experience with WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO ADVISORS LLC. John has a Series 7, Series 66 and SIE license. John is licensed in Florida, California, Colorado, District of Columbia, New York, Ohio, Puerto Rico, Texas, and Virginia. John is a licensed investment advisor in Florida and New York. John specializes in providing financial planning, investment advice, and portfolio management services. John has a strong track record of success in helping clients achieve their financial goals.

Firm Information

John Lopez is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

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.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

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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other

Rebates/trailer fees

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John Lopez’s Registration & Firm History

FL

12/20/2023 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

FL

06/14/2011 - 05/10/2021

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 08/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Lopez.
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