Elizabeth
Lopez
Usi Advisors
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About this Advisor
Elizabeth Lopez is a financial advisor based in Glastonbury, Connecticut, working with Usi Advisors. Elizabeth has previously held positions at Pensionmark Retirement Group, Lpl Financial, Independent Financial Partners, Arthur J Gallagher, Nfp Advisor Services, Gwfs Equities, Inc, Arthur J. Gallagher, Axa Equitable, Axa Advisors LLC, Regency Investment Advisors, Usi Advisors, Usi Consulting Group, and Homemaker. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Elizabeth is part of Usi Advisors, which operates out of Glastonbury, Connecticut. The firm has 13 offices and 75 employees. The firm manages assets totaling $41.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$41,618,061,377
75
1,348
$30,873,933
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Elizabeth Lopez Work History
Usi Advisors
Usi Consulting Group
Homemaker
Regency Investment Advisors
Axa Equitable
Axa Advisors LLC
Gwfs Equities, Inc
Arthur J Gallagher
Nfp Advisor Services
Arthur J. Gallagher
Pensionmark Retirement Group
Pensionmark Retirement Group
Lpl Financial
Independent Financial Partners
Disclosures
Please visit the SEC profile of Elizabeth Lopez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Usi Advisors
Glastonbury, CT
Knoxville, TN
Knoxville, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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