Alexandria Kathryn haines Lopez
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Apr 2026 to now
- LPL Financial LLCJan 2025 to Apr 2026
- Osaic Wealth, IncNov 2024 to Dec 2024
- LPL Financial LLCAug 2024 to Nov 2024
- Osaic Wealth, Inc.Mar 2024 to Sep 2024
- South Orange County Financial PlanningSep 2022 to Aug 2024
- Ilia BeautySep 2020 to Sep 2022
- Charlotte Tilbury Inc.Oct 2018 to Mar 2023
- Nordstrom Inc.Dec 2014 to Sep 2018
- Saddleback CollegeJun 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7466664
- Firm CRD
- 23131