UBS Financial Services
47yrs
Top 1% by experience in Atlanta
10yrs
Robert Lopez
Financial advisor at Advisory Services Network
Robert Lopez is a fiduciary financial advisor in Atlanta, Georgia, with 10 years in the industry. After six years at J.P. Morgan Securities and two years at Merrill, Robert joined Advisory Services Network in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Robert holds the CFP® designation.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office900 Ashwood Parkway Suite 500, Atlanta, GA 30338
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$826,033
Advisors at the firm252
States licensed ?1 state
Services through Advisory Services Network
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowAdvisory Services NetworkCurrent firm
- 2019 – 2025J.P. Morgan Securities LLCPreviously
- 2017 – 2019MerrillPreviously
Contact Robert
(770) 352-0449Advisory Services Network main office 900 Ashwood Parkway Suite 500Atlanta, GA 30338Office · Get directions Instagram pageAdvisory Services Network
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Questions to ask Robert
Tailored to Robert’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
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About Robert
How do I contact Robert?
Call Advisory Services Network at (770) 352-0449 and ask for Robert Lopez. Robert works from the Atlanta, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Advisory Services Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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