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Brandon Charles Lopez

LIBERTY BELL FINANCIAL GROUP LLC·CHICO, California
Unclaimed Profile
434 BROADWAY STREET, CHICO, CA 95928CRD# 5220698Firm CRD# 328514
01

About

Brandon Charles Lopez is a registered financial advisor based in CHICO, California, affiliated with LIBERTY BELL FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LIBERTY BELL FINANCIAL GROUP LLC
LIBERTY BELL FINANCIAL GROUP LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LIBERTY BELL FINANCIAL GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5220698
Firm CRD# 328514
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Charles Lopez offer?
Brandon Charles Lopez specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICO, California for a consultation.
What are Brandon Charles Lopez's credentials?
Brandon Charles Lopez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Charles Lopez located?
Brandon Charles Lopez is based in CHICO, California, working with LIBERTY BELL FINANCIAL GROUP LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Brandon Charles Lopez charge for services?
Brandon Charles Lopez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY BELL FINANCIAL GROUP LLC?
LIBERTY BELL FINANCIAL GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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