Noe Robert Lopez
Investment adviser representative at Per Stirling Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
16 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Per Stirling Capital Management, LLCNov 2025 to now
- B.B. Graham & Company, Inc.Nov 2025 to now
- Quasar Distributors, LLCNov 2024 to Aug 2025
- Xtollo Investment Partners, LLCNov 2024 to Aug 2025
- JPMorgan Securities LLCJun 2024 to Oct 2024
- Bank of America,N.A.Feb 2022 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to May 2024
- First Command Advisory ServicesMay 2020 to Jan 2022
- UnemployedApr 2020 to Apr 2020
- Enterprise HoldingsMay 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Per Stirling Capital Management, LLC
$1.6BAssets managed
1,101Clients
31Advisers
16 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
- 7252801
- Firm CRD
- 151671