Jose Mauricio Lopera-Guevara

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Miami, FL
• 05/2016 → 02/2021
  Bbtis
  Miami, FL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Miami, FL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Miami, FL
  Miami, FL
  Key Biscayne, FL
  Miami, FL
  Coral Gables, FL
  Charlotte, NC
  Miami, FL
  Miami, FL
  Orlando, FL
  Miami, FL
  Miami, FL
  South Miami, FL
  Miami, FL
  Key West, FL
  Aventura, FL
  Doral, FL
  Deerfield Beach, FL
  Miami, FL
  Miami, FL
  Richmond, VA
• 2016-05-19 → 2018-01-02
  Bb&T Investment Services, Inc.
  Coral Springs, FL
  Key Biscayne, FL
  Miami Beach, FL
  Miami, FL
  Miami Beach, FL
  Coral Gables, FL
  Miami Beach, FL
  Charlotte, NC
  Sunny Isles Beach, FL
  Miami Beach, FL
  Hialeah, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Orlando, FL
  Miami, FL
  Miami, FL
  South Miami, FL
  Miami, FL
  Miami, FL
  Hialeah, FL
  South Miami, FL
  Miami, FL
  Miami, FL
  Hialeah, FL
  Key West, FL
  Sunny Isles Beach, FL
  Miami Beach, FL
  Aventura, FL
  Miami Beach, FL
  Hialeah, FL
  Doral, FL
• 2014-08-04 → 2016-05-17
  Truist Investment Services, Inc.
  Miami, FL
  Miami, FL
  Miami, FL
• 2012-10-29 → 2014-07-14
  Bb&T Investment Services, Inc.
  South Miami, FL
  Miami Beach, FL
  Weston, FL
  Miami Lakes, FL
  Sunny Isles Beach, FL
  Aventura, FL
  Key Biscayne, FL
  Hollywood, FL
  Miramar, FL
  Charlotte, NC
  Miami, FL
• 2012-08-27 → 2012-10-12
  Lpl Financial Llc
  Fort Lauderdale, FL
• 2012-05-08 → 2012-08-14
  Chase Investment Services Corp.
  Davie, FL
  Cooper City, FL
  Plantation, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-05-04

Designations

• Chartered Financial Consultant

Other Names

• Jose Mauricio Lopera
• Jose Mauricio Lopera Guevara
• Jose Lopera