Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lopez is a Registered Investment Advisor and has been active in the industry since June of 2015. Justin is affiliated with Concord Wealth Partners and has been registered with them since February 17, 2016. Justin is licensed in Virginia. Justin has passed the Uniform Investment Adviser Law Examination.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/17/2016 - Present
Concord Wealth Partners (ABINGDON VA)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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