Unclaimed Profile

Douglas Frank Lopez

ARISTOTLE CREDIT PARTNERS, LLC·NEWPORT BEACH, California

Series 2Clean record29 years registeredARISTOTLE CREDIT PARTNERS, LLC

840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 2419398Firm CRD# 169959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Frank Lopez · NEWPORT BEACH, CA

Registration

CRD #2419398 · ARISTOTLE CREDIT PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARISTOTLE CREDIT PARTNERS, LLC

ARISTOTLE CREDIT PARTNERS, LLC

Jun 2016 – Dec 2024

NEWPORT BEACH, CA

BRADFORD & MARZEC, LLC

Jul 1997 – Jan 2014

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARISTOTLE CREDIT PARTNERS, LLC

CRD 169959 · SEC 801-78984

AUM

$947M

Regulatory assets under management

Employees

358 client accounts

Services offered by ARISTOTLE CREDIT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ARISTOTLE CREDIT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Frank Lopez offer?

Douglas Frank Lopez specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Douglas Frank Lopez's credentials?

Douglas Frank Lopez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Frank Lopez located?

Douglas Frank Lopez is based in NEWPORT BEACH, California, last registered with ARISTOTLE CREDIT PARTNERS, LLC.

How does Douglas Frank Lopez charge for services?

Douglas Frank 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 ARISTOTLE CREDIT PARTNERS, LLC?

ARISTOTLE CREDIT PARTNERS, LLC has approximately 4 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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