Haivyl
Lopez

Truist Advisory Services, Inc

CRD#6311247
Investment Advisor
in Miami, FL

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About this Advisor

Haivyl Lopez is a financial advisor based out of Miami, Florida, with 2 years of relevant experience. Lopez is an advisor for Truist Advisory Services, Inc. The advisor has gained experience at Bb&T Bank, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc and Truist Advisory Services, Inc. Lopez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Truist Advisory Services, Inc is an advisory firm operating out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets under management across its 125,600 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. Truist Advisory Services, Inc provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees vary depending on which services are provided. Fee types charged by Truist Advisory Services, Inc can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

777 Brickell Avenue
Miami, FL 33131

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Haivyl Lopez Work History

Haivyl has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2014 - 2019 (5 years)

Bb&T Bank

2014 - 2018 (4 years)

Bb&T Investment Services, Inc

2010 - 2014 (4 years)

Bb&T Bank

*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 Haivyl 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 Truist Advisory Services, Inc

Timothy Mann
Charlotte, NC
Matthew Speed
Atlanta, GA
Megan Childress
Richmond, VA
Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Michael Nagy
Altamonte Springs, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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