Luis Lopez
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Apr 2022 to now
- Transamerica Capital IncSep 2020 to Feb 2022
- Tata Consultancy ServicesAug 2020 to Feb 2022
- AnthemSep 2019 to Jul 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2019
- Morgan StanleyApr 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, KY, NV).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2853394
- Firm CRD
- 42803