Odalis Lopez
Odalis Lopez is a registered investment advisor at Chelsea Advisory Services, INC, based in Miami, FL, with 24 years of industry experience. Odalis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.
Location
Miami, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2019Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Odalis is a sales agent for various health insurance companies through Sterling Benefits Group, LLC. Additionally, Odalis sells life insurance and annuities through Odalis M. Lopez Financial Associates LLC; each of these activities takes about 10-20% of their time.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial Services
Chelsea Financial ServicesBroker
Previous Registrations
Ifs Advisory, LLC
Ifs SecuritiesBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
Financial West Group
Financial West GroupBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Princor Financial Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.