Rene
Lopezvictoria

The Ayco Company, L.P

CRD#6362659
Investment Advisor
in Dallas, TX

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About this Advisor

Rene Lopezvictoria is a financial advisor based in Dallas, Texas, working with The Ayco Company, L.P. Rene has previously held positions at Goldman Sachs & Co, Indiana University - Bloomington, and United Capital Financial Advisers, LLC. Rene has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Rene is part of The Ayco Company, L.P, which operates out of Dallas, Texas. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 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, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2001 Ross Avenue Suite 2800
Dallas, TX 75201

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

TX Average: $7,464,549,021
Total Number of Employees

1,792

TX Average: 88
Total Number of Accounts

46,004

TX Average: 3,892
Average Account Size

$562,344

TX Average: $1,917,921

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
  • Educational seminars/workshops

Rene Lopezvictoria Work History

2021 - Present (3 years)

United Capital Financial Advisers, LLC

2015 - Present (9 years)

Goldman Sachs & Co

2013 - 2015 (2 years)

Indiana University - Bloomingt

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Disclosures

Please visit the SEC profile of Rene Lopezvictoria 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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