Ifs Advisory, LLC
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About this Advisor
Odalis Lopez is a certified financial planner operating in Atlanta, Georgia, with a total of 21 years of financial industry experience. Lopez is an advisor for Ifs Advisory, LLC. Throughout their career, Lopez has worked at A&K Insurance Consultants, Inc, Massmutual, Mml Investors Services, Inc, American United Life, Oneamerica Securities, Odalis M. Lopez Financial Associates, LLC, Centaurus Financial, Inc, Sterling Benefits Group, LLC, Financial West Group and G.A. Repple And Company. Lopez holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Florida. Ifs Advisory, LLC is a registered investment business that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 11 locations and a total of 60 advisors. It manages $269 million in assets across its 1,065 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,065 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Ifs Advisory, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on the type of services. However, fee types billed by Ifs Advisory, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ifs Advisory, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Odalis Lopez Work History
Odalis has 21 years of experience.
G.A. Repple And Company
Odalis M. Lopez Financial Associates, LLC
Sterling Benefits Group, LLC
Centaurus Financial, Inc
Financial West Group
American United Life
Mml Investors Services, Inc
A&K Insurance Consultants,Inc
Odalis Lopez has disclosures.
Please visit their SEC profile for more details.