Sylvia Lopez
Plus aucun poste en cours
Profil
Sylvia Lopez worked as an Administrative Assistant at The Financial Advisory Group LLC.
Anciens postes connus de Sylvia Lopez
| Sociétés | Poste | Fin |
|---|---|---|
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
