Pacific Global Investment Management
42yrs
Top advisor by experience in Glendale
7yrs
David Lopez
Financial advisor at Wells Fargo Advisors
David Lopez has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Glendale, California. After two years at J.P. Morgan Securities and two years at Merrill, David joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 192 advisors with offices in Glendale, and one of 165 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office611 E Wilson Ave [Wilson & Glendale (07896)], Glendale, CA 91206
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- Sep 2021 – May 2023J.P. Morgan Securities LLCPreviously
- 2019 – 2021MerrillPreviously
Contact David
Local office(818) 545-9289Ask for David. (314) 875-3000Main office · St. Louis, MO 611 E Wilson Ave [Wilson & Glendale (07896)]Glendale, CA 91206Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (818) 545-9289 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for David Lopez.
How long has David been a financial advisor?
David has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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