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Benjamin A. Lopez

PECUSAVVY FINANCIAL
EL PASO, TX
Some features on this profile are disabled
CRD#: 6436076
BL

Professional summary

Benjamin Armando Lopez, CFP®, who also goes by Benjamin Armando Lopez, Zamora Lopez, Benjamin Lopez, is a registered financial advisor currently at PECUSAVVY FINANCIAL, LLC 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Benjamin Armando Lopez | Zamora Lopez | Benjamin Lopez

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified Financial Planner

Start date: 2021

Experience

Current

February 9, 2026 - Present

PECUSAVVY FINANCIAL, LLC

RIA
CRD#: 339768
EL PASO, TX
Past

April 18, 2019 - February 12, 2026

MORGAN STANLEY

RIA
CRD#: 149777
El Paso, TX
Past

April 17, 2019 - February 12, 2026

MORGAN STANLEY

BD
CRD#: 149777
El Paso, TX
Past

March 26, 2016 - April 1, 2019

WADDELL & REED

RIA
CRD#: 866
SAN ANTONIO, TX
Past

October 14, 2015 - April 1, 2019

WADDELL & REED

BD
CRD#: 866
SAN ANTONIO, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(2/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/14/2015
General Securities Representative Examination

Current Firm

PF
PECUSAVVY FINANCIAL, LLC
PECUSAVVY FINANCIAL | PECUSAVVY FINANCIAL, LLC

CRD#: 339768 / SEC#: 801-135270

RIA
Registered Investment Advisory firm - (2/4/2026 120-Day Approval)
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Contact information

Main Address
El Paso, TX
Mailing Address
Phone number
(915) 944-1850
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PECUSAVVY FINANCIAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (2/6/2026)
0

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

PECUSAVVY FINANCIAL, LLC

CRD#: 339768El Paso, TX

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