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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Chase Lopez is an Investment Advisor Representative with Alphastar Capital Management, LLC. Luis has been in the industry since 2017 and holds the Series 65 license. Luis also provides comprehensive retirement solutions at ILG Financial, LLC. Luis specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Luis is registered in Virginia as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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NC
03/24/2021 - Present
Alphastar Capital Management (CORNELIUS NC)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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