Unclaimed Profile

Benjamin Jorge Lopez

ALTERNA WEALTH MANAGEMENT, INC.·HOUSTON, Texas

Series 7, Series 24, Series 63, Series 65Clean record19 years registeredALTERNA WEALTH MANAGEMENT, INC.

2800 POST OAK BLVD, HOUSTON, TX 77056CRD# 4108524Firm CRD# 146153

Profile Verification

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

Identity

Benjamin Jorge Lopez · HOUSTON, TX

Registration

CRD #4108524 · ALTERNA WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

ALTERNA WEALTH MANAGEMENT, INC.

Apr 2014 – present

OPTIMA CAPITAL MANAGEMENT, INC.

Apr 2011 – Apr 2014

SAN ANTONIO, TX

SUNPORT CAPITAL, LLC

Oct 2006 – Jun 2011

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 9, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTERNA WEALTH MANAGEMENT, INC.

CRD 146153 · SEC 801-71135

AUM

$861M

Regulatory assets under management

Employees

1,019 client accounts

Services offered by ALTERNA WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALTERNA WEALTH MANAGEMENT, INC. →

Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Benjamin Jorge Lopez offer?

Benjamin Jorge Lopez specializes in Investment Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Benjamin Jorge Lopez's credentials?

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

Where is Benjamin Jorge Lopez located?

Benjamin Jorge Lopez is based in HOUSTON, Texas, working with ALTERNA WEALTH MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Benjamin Jorge Lopez charge for services?

Benjamin Jorge 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 ALTERNA WEALTH MANAGEMENT, INC.?

ALTERNA WEALTH MANAGEMENT, INC. has approximately 36 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →