Odalis
Lopez

Ifs Advisory, LLC

CRD#2993804
Investment Advisor
in Atlanta, GA
Are you Odalis Lopez? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

3414 Peachtree Rd Ne Suite 1020
Atlanta, GA 30326-1184

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ifs Advisory, LLC Brokerage Details

Total Assets Under Management

$600,704,717

GA Average: $3,570,121,308
Total Number of Employees

63

GA Average: 58
Total Number of Accounts

1,675

GA Average: 1,608
Average Account Size

$358,630

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2016 - Present (3 years)

G.A. Repple And Company

2014 - 2014 (0 years)

Centaurus Financial, Inc

2014 - 2016 (2 years)

Financial West Group

2009 - 2012 (3 years)

American United Life

2009 - 2012 (3 years)

Oneamerica Securities

2006 - Present (13 years)

Odalis M. Lopez Financial Associates, LLC

2006 - Present (13 years)

Sterling Benefits Group, LLC

2004 - 2009 (5 years)

Massmutual

2004 - 2009 (5 years)

Mml Investors Services, Inc

1997 - 2016 (19 years)

A&K Insurance Consultants,Inc

Disclosures

Odalis Lopez has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started