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Gabriel Jenson Lopez

Investment adviser representative at The Fiduciary Alliance
11 yearsExperience
1 stateRegistered in
$2.5BFirm 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-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. The Fiduciary AllianceJun 2026 to now
  2. Cambridge Investment Research Advisors, Inc.Feb 2026 to Jun 2026
  3. Cambridge Investment Research, Inc.Apr 2025 to Jun 2026
  4. Redefine Facility CleaningJan 2024 to Jan 2026
  5. FedexJan 2023 to Jan 2024
  6. Panda ExpressJan 2022 to Jan 2023
  7. Chick-fil-aJan 2017 to Jan 2022
  8. Unemployed - In High SchoolJan 2015 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

The Fiduciary Alliance

Legal name: Fiduciary Alliance LLC

$2.5BAssets managed
8,964Clients
49Advisers
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
8069061
Firm CRD
284924
Advisor's SEC record (opens in a new tab)
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