Danny
Lopez
U.S. Bancorp Investments, Inc
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About this Advisor
Danny Lopez is a financial advisor based in Happy Valley, Oregon, working with U.S. Bancorp Investments, Inc. Danny has previously held positions at Fred Meyer, Axa Advisors, LLC, Equitable Advisors, LLC, Whole Foods Amazon, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, and U.S. Bancorp Investments, Inc. Danny has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Danny is part of U.S. Bancorp Investments, Inc, which operates out of Happy Valley, Oregon. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
Danny Lopez Work History
U.S. Bancorp Investments, Inc
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Whole Foods Amazon
Fred Meyer
Disclosures
Please visit the SEC profile of Danny Lopez 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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