Lourdes Lopez

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → Present
  Pfs Investments Inc
  San Jose, CA
• 02/2005 → Present
  Primerica Financial Services
  San Jose, CA
• 04/2016 → 04/2017
  Richmar Associates Inc. (Cepheid)
  Santa Clara, CA
• 08/2018 → 02/2025
  Avinger, Inc.
  Redwood City, CA
• 02/2025 → 04/2025
  Avinger, Llc. (Trinet)
  Redwood City, CA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-16
• S63 Uniform Securities Agent State Law Examination
  2007-09-15

Other Names

• Lourdes Robledo