Brandon Charles Lopez
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2026 to now
- Cambridge Investment Research, Inc.Feb 2026 to now
- Liberty Bell Financial GroupNov 2016 to now
- Cetera Investment Advisers LLCDec 2023 to Jan 2026
- Cetera Wealth Services, LLCDec 2023 to Jan 2026
- LPL Financial, LLCJan 2016 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 5220698
- Firm CRD
- 134139