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Javier L
Series 65, Series 63
Chino, CA
Transamerica Financial Advisors
Javier Lopez is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Paychex, Providence St Mary Medical Center, and the High Desert Hispanic Chamber of Commerce. Lopez is also the owner of CroesusFG LLC, a pass-through entity related to his business activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and registered investment advisor and provides various program choices with discretionary and non-discretionary management options.
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