Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
20yrs
Maximo Lopez
Financial advisor at Valic Financial Advisors
Maximo Lopez is a fiduciary financial advisor in Houston, Texas, with 20 years in the industry. After two years at Allstate Financial Advisors and a year at Mutual of Omaha Investor Services, Maximo joined Valic Financial Advisors in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Texas
Office2919 Allen Parkway 9th Floor - Retirement Education Center, Houston, TX 77019
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowValic Financial Advisors, Inc.Current firm
- 2020 – 2022Allstate Financial Advisors, LLCPreviously
- Jul 2019 – Apr 2020Mutual of Omaha Investor Services, Inc.Previously
- Nov 2007 – Oct 2008U.S. Bancorp Investments, Inc.Previously
Contact Maximo
(866) 544-4968Valic Financial Advisors main office 2919 Allen Parkway 9th Floor - Retirement Education CenterHouston, TX 77019Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Maximo
Tailored to Maximo’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Maximo
How do I contact Maximo?
Call Valic Financial Advisors at (866) 544-4968 and ask for Maximo Lopez. Maximo works from the Houston, TX office.
How long has Maximo been a financial advisor?
Maximo has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Texas.
What licenses does Maximo hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Maximo a fiduciary?
Maximo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maximo paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Maximo for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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