Rodrigo Lopez is a registered investment advisor at Folionet Advisers LLC, based in Miami, FL, with 7 years of industry experience. Rodrigo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 651 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$10.6M
Loading...
Location
1221 Brickell Ave. Ste. 900, Miami, FL, 33131
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Folionet Advisers LLC
July 2024 - Present · 1 yr 9 mos
Folionet Financial LLCBroker
December 2018 - Present · 7 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.