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Benjamin Armando Lopez

CFP®
PECUSAVVY FINANCIAL
EL PASO, TX
·CRD# 6436076·11 years experience

Professional Summary

Benjamin Armando Lopez, CFP®, who also goes by Ben Armando Lopez, Benjamin Armando Lopez, Zamora Lopez, Benjamin Lopez, is a registered financial advisor currently at PECUSAVVY FINANCIAL located in El Paso, Texas. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben Armando Lopez, Benjamin Armando Lopez, Zamora Lopez, Benjamin Lopez

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

11 years in the financial services industry

Current & Past Employments

Current

PECUSAVVY FINANCIALCurrent·CRD# 339768
RIA
1214 Montana Ave, El Paso, TX 79902
February 9, 2026 - Present

Past

MORGAN STANLEYPast·CRD# 149777
RIA
El Paso, TX
April 18, 2019 - February 12, 2026
MORGAN STANLEYPast·CRD# 149777
BD
El Paso, TX
April 17, 2019 - February 12, 2026
WADDELL & REEDPast·CRD# 866
RIA
San Antonio, TX
March 26, 2016 - April 1, 2019
WADDELL & REEDPast·CRD# 866
BD
San Antonio, TX
October 14, 2015 - April 1, 2019

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Current Firm

PF
PECUSAVVY FINANCIAL

PECUSAVVY FINANCIAL | PECUSAVVY FINANCIAL, LLC

CRD#: 339768 / SEC#: 801-135270
RIA
Registered Investment Advisory firm - SEC (7/16/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/9/2026 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1214 Montana Ave, El Paso, TX 79902

Phone Number

(915) 944-1850

# of Employees

1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PECUSAVVY FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (6/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

48

AUM (Assets Under Management)

$9,127,832

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) El Paso Estate Planning Council; Not investment-related; El Paso, TX 79913; Industry group; Board Member; Support member outreach committee to support chapter growth and recruitment; Less than 5% of time during the month.

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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.
IAR
Texas
(2/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Armando Lopez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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