Chelsea
Lopes
Caitlin John
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About this Advisor
Chelsea Lopes is a financial advisor based in Tampa, Florida, working with Caitlin John. Chelsea has previously held positions at Kohl's, Pipeline Consulting, Pike Engineering, Pizza Villa, Vs Medspa, Kingsbury Financial Advisors, Pasco-Hernando State College, Saint Leo University, and Caitlin John, LLC. Chelsea has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Chelsea is part of Caitlin John, which operates out of Tampa, Florida. The firm has 15 offices and 24 employees. The firm manages assets totaling $143.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Caitlin John includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$143,336,224
24
948
$151,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Chelsea Lopes Work History
Kingsbury Financial Advisors
Caitlin John, LLC
Pizza Villa
Vs Medspa
Pike Engineering
Pipeline Consulting
Saint Leo University
Kohl'S
Pasco-Hernando State College
Disclosures
Please visit the SEC profile of Chelsea Lopes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Tampa, FL
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