Felix Anibal Lopez Santiago

Popular Securities, LLC

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEducation Planning

Popular Securities, LLC

Compensation

Fee-Only (AUM)

Firm Size

56 advisors

Number of Clients

2,120 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$50K

Location

208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918

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History

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.

Employment History

Current Registrations

Popular Securities, LLCBroker

July 2022 - Present · 3 yrs 7 mos

Popular Securities, LLC

May 2019 - Present · 6 yrs 9 mos

State Registrations2 states

FLPR

AdvisorBrokerBoth

Exams

No exam information available for this advisor.