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Anthony L
Series 66
Surfside Beach, TX
Cambridge Investment Research Advisors
Anthony Lopez is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 24 years of industry experience and has worked at Cambridge Investment Research Advisors since 2020. Prior to this, he was affiliated with Titan Retirement Advisors LLC and Calton & Associates, Inc. from 2016 to 2020. Lopez also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody platforms and offers proprietary and third-party investment strategies tailored to client goals.
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