Manuel Lopez
Investment Adviser Representative at Primerica Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Manuel Lopez is an investment adviser representative with Primerica Advisors in Fort Lauderdale, FL, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including State FARM Investment Management Corp. and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AXA Advisors, LLCJan 2020 – Jun 2020New York, NY
- Financial ElementsJan 2017 – Jan 2021Fort Lauderdale, FL
- CE North AmericaMar 2015 – Jan 2017Doral, FL
- Equitable Advisors, LLCJun 2020 – Jan 2021New York, NY
- Mutual of AmericaJan 2021 – Aug 2021Boca Raton, FL
- Fidelity InvestmentsDec 2021 – Jan 2023Jacksonville, FL
- UnemployedSep 2021 – Dec 2021fort lauderdale, FL
- UnemployedFeb 2023 – Dec 2023Fort Lauderdale, FL
- Clear LLCDec 2023 – Mar 2024Fort Lauderdale, FL
- Jessica Alvarez Insurance AgencyApr 2024 – Sep 2024Sunrise, FL
- State Farm VP Management Corp.May 2024 – Sep 2024Sunrise, FL
- State Farm Investment Management CorpMay 2024 – Sep 2024Sunrise, FL
- Janet Romero Insurance AgencyApr 2024 – Sep 2024Coral Springs, FL
- Primerica Financial ServicesFeb 2026 – no end date reportedFort Lauderdale, FL
- PFS Investments Inc.Mar 2026 – no end date reportedFort Lauderdale, FL
- UnemployedSep 2024 – May 2025N Fort Lauderdale, FL
- Southern New Hampshire UniversityMay 2025 – no end date reportedFort Lauderdale, FL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Primerica Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,904
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Duluth, GA
- SEC file number:
- 801-72263
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Primerica Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Manuel Lopez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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