Christian Lopez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2018 → 09/2019
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 01/2018 → 06/2018
  Ansbach + Ghouse, Pllc
  Dallas, TX
• 03/2015 → 07/2017
  Pappadeaux Seafood Kitchen
  Arlington, TX
• 08/2013 → 05/2018
  The University Of Texas At Arlington
  Arlington, TX
• 09/2019 → 07/2022
  Jpmorgan Chase Bank, N.A.
  Hurst, TX
• 09/2019 → 07/2022
  J.P. Morgan Securities Llc
  Hurst, TX
• 07/2022 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-30
• S63 Uniform Securities Agent State Law Examination
  2018-08-03

Other Names

• Christian Alexander Lopez