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Martin Lopez tuero

Advisory Alpha, LLC

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About Martin Lopez tuero

Martin Lopez Tuero is a financial advisor with Advisory Alpha, LLC. Martin is a Certified Financial Planner™ professional. Advisory Alpha, LLC offers a wide range of financial services to both individuals and businesses. Martin has been active in the financial services industry since January 2018 and is registered in Ohio. The firm has offices in Holland, Michigan and Perrysburg, Ohio. Advisory Alpha, LLC manages over $2.9 billion in assets for its clients.

Firm Information

Martin Lopez tuero is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Martin Lopez tuero’s Registration & Firm History

MI

09/03/2020 - Present

Advisory Alpha, LLC (HOLLAND MI)

IN

01/02/2018 - 06/19/2019

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 01/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Lopez tuero.
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