JL
Juan C. Lopez Corredor
CREDICORP CAPITAL ADVISORS LLC
Miami, FL 33131
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CRD#: 6301212
JL
Professional summary
Juan Camilo Lopez Corredor, who also goes by Juan C Lopez, Juan Camilo Lopez, Juan Lopez, Juan Lopez Corredor, Juan Camilo Lopez Correrdor, is a registered financial advisor currently at CREDICORP CAPITAL ADVISORS LLC located in Miami, Florida and CREDICORP CAPITAL LLC located in Miami, Florida.
Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Juan has worked at 4 firms and has passed the Series 65, Series 63, Series 31, SIE, Series 7, Series 11 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Juan C Lopez | Juan Camilo Lopez | Juan Lopez | Juan Lopez Corredor | Juan Camilo Lopez Correrdor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Path to Financial Freedom LLC; Real Estate - Rental Business; Investment-related; Miami, FL: Affiliation started on 11/02/2021; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 4 hours devoted each month outside securities trading hours.// The Path to Financial Freedom II LLC; Real Estate - Rental; Investment-related; Miami, FL; Affiliation started on 11/02/2021; Title: Owner; Duties I own and rent out the properties; 0 hours devoted each month during securities trading hours // Financial II LLC; Real Estate - Rental Business; Investment-related; Akron, OH: Affiliation started on 02/2024; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours // Wealth Building For Life II LLC; Real Estate - Rental Business; Investment-related; Akron, OH: Affiliation started on 09/2023; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours // Wealth Building For Life LLC; Real Estate - Rental Business; Investment-related; Ocala, FL: Affiliation started on 01/2023; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours // RE Colinvestment LLC; Real Estate - Rental Business; Investment-related; Akron, OH: Affiliation started on 07/2023; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours // Juan Camilo Lopez Corredor LLC; Real Estate - Rental Business; Investment-related; Miami, FL: Affiliation started on 04/2024; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 4 hours devoted each month outside securities trading hours // Fitnancial LLC; Real Estate - Rental Business; Investment-related; Oscala, FL: Affiliation started on 07/2022; Title: Owner; Duties: I own the property and rent it out; 0 hours devoted each month during securities trading hours; 2 hours devoted each month outside securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Juan Camilo Lopez Corredor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2025 - Present
CREDICORP CAPITAL ADVISORS LLC
Office #1: 1111 Brickell Avenue Suite 2825, Miami, FL 33131RIA
CRD#: 290081
Miami, FL
Current
February 19, 2025 - Present
CREDICORP CAPITAL LLC
Office #1: 1111 Brickell Avenue Suite 2825, Miami, FL 33131BD
CRD#: 136791
Miami, FL
Past
November 8, 2021 - April 23, 2024
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
November 1, 2021 - April 23, 2024
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
November 1, 2021 - April 23, 2024
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
Miami, FL
Past
February 1, 2019 - October 27, 2021
CREDICORP CAPITAL ADVISORS LLC
RIA
CRD#: 290081
MIAMI, FL
Past
February 25, 2014 - October 27, 2021
CREDICORP CAPITAL LLC
BD
CRD#: 136791
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CREDICORP CAPITAL ADVISORS LLC
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST
CRD#: 290081 / SEC#: 801-122281
RIA
Registered Investment Advisory firm - (9/9/2021 Approved)Florida
Registered Investment Advisory firm - (9/13/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/19/2025)
IAR
Florida(3/19/2025)
RR
South Dakota(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 11
Date: 2/25/2014
Assistant Representative-Order Processing Qualification ExamPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CREDICORP CAPITAL ADVISORS LLC
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST
CRD#: 290081 / SEC#: 801-122281
RIA
Registered Investment Advisory firm - (9/9/2021 Approved)Florida
Registered Investment Advisory firm - (9/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Brickell Avenue Suite 2825, Miami, FL 33131
Mailing Address
Phone number
(305) 455-0975
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 983,368,510 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREDICORP CAPITAL ADVISORS LLC
CRD#: 290081Miami, FL 33131TRUST BUT VERIFY
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