D.A. Davidson & Co.
47yrs
Top advisor by experience in Fresno
7yrs
Robert Lopez has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Fresno, California. Robert joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Fresno, and one of 411 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office6781 N Palm Ave Suite 201 [Nt/Nv-Rbo], Fresno, CA 93704
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.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Robert
Local office(559) 437-2200Ask for Robert. (314) 875-3000Main office · St. Louis, MO 6781 N Palm Ave Suite 201 [Nt/Nv-Rbo]Fresno, CA 93704Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 Robert’s local office at (559) 437-2200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Lopez.
How long has Robert been a financial advisor?
Robert has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Robert hold?
Series 63, 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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