![Carlos Lopez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Carlos Lopez
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Profil
Carlos J.
F.
Lopez is currently a Partner & Managing Director at Creative Planning LLC since 2014.
He completed his undergraduate degree from the University of Phoenix and his MBA from Westminster College (Utah).
Postes actifs de Carlos Lopez
Sociétés | Poste | Début |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
Formation de Carlos Lopez
Westminster College (Utah) | Masters Business Admin |
University of Phoenix | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |