Juan Miguel
Lopez Zamora
Circular
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About this Advisor
Juan Miguel Lopez Zamora is a financial advisor who works out of Fort Lauderdale, Florida who has 2 years of relevant experience. Lopez Zamora is on the advisory team at Circular. Their career trajectory has included roles at Circular Wealth Advisors, Inc, Upsale Group, Smart Financial Technologies and Ibm. Lopez Zamora holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Florida. Circular is a registered investment firm with a branch in Fort Lauderdale, Florida. It handles $1 million in assets under management between its 11 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Circular offers portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services are provided. Fees charged by Circular typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Circular Brokerage Details
$1,359,795
1
11
$123,618
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Juan Miguel Lopez Zamora Work History
Juan Miguel has been registered as a financial advisor for 2 years.*
Circular Wealth Advisors, Inc
Upsale Group
Smart Financial Technologies
Ibm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Juan Miguel Lopez Zamora 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 Circular
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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