Luis Alfonso Lopez Portillo

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2025 → Present
  Beall Enterprises Inc.
  Hyatsville, MD
• 06/2004 → 12/2024
  Rethos
  San Salvador
• 03/2026 → Present
  Lpl Enterprise Llc
  North Bethesda, MD

Other Businesses

1. 01/09/2026 - Luis Lopez Portillo, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Gaithersburg MD - OBA start date: 12/18/2025 - 160 Hrs/Mth - 160 Hrs During Trading 2. 01/09/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Gaithersburg MD - OBA start date: 12/18/2025 - 160 Hrs/Mth - 160 Hrs During Trading 3. 01/09/2026 - Beall Enterprises Inc.- Outside/W-2 Employment - Not Investment related - Hyattsville MD - OBA start date: 02/12/2025 - 80 Hrs/Mth - 20 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25

Other Names

• Luis Lopez Portillo