Josep Antoni Lopez Valero

Employer firm

Creand Management CRD 154894

$507M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• GENERAL ECONOMIC ADVICE

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

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

Current Employers

Employment History

• 09/2015 → 01/2020
  Banco Credit Andorra (Panama)
  Panama
• 01/2020 → Present
  Beta Capital Securities, Llc
  Miami, FL

Other Businesses

Serve as Investment Adviser Representative for affiliate RIA, Creand Management (CRD No. 154894). Time allocated between Creand Securities 90% and Creand Management 10%

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01

Other Names

• Josep Antoni Lopez Valero