David Lopez
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2023 to now
- J.P. Morgan Securities LLCSep 2021 to May 2023
- JP Morgan Chase Bank, N.A.Sep 2021 to May 2023
- LyftSep 2018 to Sep 2018
- UberSep 2018 to Sep 2018
- Bank of America, N.A.Oct 2017 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Sep 2021
- B-t-l Payrolls, LLCOct 2017 to Oct 2017
- Sage Covina ChevroletApr 2017 to Oct 2017
- Sage West Covina NissanFeb 2017 to May 2017
- Xtreme Paving & GradingJan 2016 to Jun 2021
- Allegiance AftermarketJan 2016 to Feb 2017
- Service Group DistributionOct 2015 to Jan 2017
- Virgo TalentJun 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7045876
- Firm CRD
- 19616