Anthony Lopez
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
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.
- TIAA-CREF Individual & Institutional Services, LLCApr 2026 to now
- TIAAApr 2026 to now
- Strategic Advisers LLCJul 2025 to Apr 2026
- Fidelity Brokerage Services LLCApr 2025 to Apr 2026
- Fidelity InvestmentsApr 2025 to Apr 2026
- Fifth Third BankAug 2022 to Apr 2025
- Regions BankNov 2021 to Aug 2022
- WalmartMay 2021 to Dec 2021
- Miami Management IncApr 2021 to Apr 2021
- WalmartJun 2019 to Apr 2021
- Gull-tree Investment Holdings LLCApr 2019 to Jun 2019
- UnemployedApr 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 8078641
- Firm CRD
- 20472