Hairold Lopez
Investment adviser representative at Harmony Asset Management LLC
10 yearsExperience
2 statesRegistered in
$462.5MFirm assets
6 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
- Seminars and workshops
Experience
10 years in the industry.
- Harmony Asset Management LLCJan 2018 to now
- Intel CorporationApr 2018 to Oct 2024
- UnemployedDec 2017 to Jan 2018
- Intel CorporationMay 2017 to Aug 2017
- Thunderbird School of Global ManagementJul 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
Harmony Asset Management LLC
$462.5MAssets managed
275Clients
7Advisers
6 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
- 6938384
- Firm CRD
- 116069