Luis R Lopez
Associate Advisor at Ameriprise Financial Services, LLC.
- Role
- Associate Advisor at Ameriprise Financial Services, LLC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Luis R Lopez
I enthusiastically serve a select and intentionally limited group of clients by providing individualized financial planning with a broad range of investment and risk management strategies in order to help clients plan to reach their dreams and goals. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.Phone: 71••••••00Fax: 71••••••58Address: 5151 San Felipe St, Suite 2100, Houston, TX 77056 Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Associate Advisor
Ameriprise Financial Services, LLC
Jul 2022 — Present · Houston, TX, US
Education
Texas A&M University - Mays Business School
Master of Business Administration (MBA)
2015 — 2017
Harvard University
Bachelor of Arts (BA)
2007 — 2011
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