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Vivian Joyce Lopez

Mutual Advisors, LLC

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About Vivian Joyce Lopez

Vivian Lopez is a Registered Investment Advisor (IA) with Mutual Advisors, LLC. Vivian has been in the industry for over 27 years. She is licensed to provide investment advice in Oregon. Vivian has passed the Series 65, 63, and 7 exams. She is also licensed to provide advice in several areas including Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses and Individuals, and Hourly Consulting. Prior to working at Mutual Advisors, LLC, Vivian worked at GAIA CAPITAL MANAGEMENT INC. in Forest Grove, OR.

Firm Information

Vivian Lopez is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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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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hourly consulting

Hourly consulting

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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Vivian Lopez’s Registration & Firm History

OR

06/30/2022 - Present

Mutual Advisors, LLC (Forest Grove OR)

MA

11/25/1994 - 05/09/1995

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

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Licenses & Designations

IA

Issued 03/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vivian Joyce Lopez.
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