Horacio Lopez Jr, CFP®

VP - Assistant Branch Manager

+1 818-205-2990

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2024-present
  • Financial Consultant, TD Ameritrade, 2016-2020
  • Sr. Financial Consultant, TD Ameritrade, 2020-2022
  • VP, Financial Consultant, Charles Schwab, 2022-2024

Education

  • B.A., Psychology, University of California Santa Barbara

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

Additional branches

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