Danny Omar Lopez
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- JP Morgan Chase Bank, N.A.Dec 2018 to Apr 2025
- JP Morgan Securities, LLCDec 2018 to Apr 2025
- Amplify Credit UnionJul 2018 to Dec 2018
- Cuso Financial Services, LPMay 2018 to Jul 2018
- JPMorgan Chase Bank, N.A.Jan 2018 to May 2018
- JP Morgan Chase Bank, NAJan 2017 to May 2018
- JPMorgan Chase Bank, N.AApr 2016 to Jan 2017
- JP Morgan Securities LLCDec 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6276760
- Firm CRD
- 19616