Josep Antoni Lopez valero
Investment adviser representative at Creand Management
11 yearsExperience
2 statesRegistered in
$506.6MFirm assets
10 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Creand ManagementNov 2024 to now
- Beta Capital Securities, LLCJan 2020 to now
- Banco Credit Andorra (panama)Sep 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, PR).
Creand Management
Legal name: Beta Capital Management LLC
$506.6MAssets managed
134Clients
12Advisers
10 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
- 6969611
- Firm CRD
- 154894