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JL

Juan A. Lopez Correa

CHAMPLAIN ADVISORS
CHRISTIANSTED TOWN, VI 00820
CRD#: 6646288
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JL
Juan Antonio Lopez CorreaCHAMPLAIN ADVISORS

Professional summary

Juan Antonio Lopez Correa, who also goes by Juan A Lopez, is a registered financial professional currently at CHAMPLAIN ADVISORS, LLC located in Christiansted Town, .

Juan is registered as a RR (Registered Representative) and started their career in finance in 2018. Juan has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juan A 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) - BD

Click below to view Juan Antonio Lopez Correa'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®
None

Experience

Current

September 27, 2018 - Present

CHAMPLAIN ADVISORS, LLC

Office #1: No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
BD
CRD#: 129560
CHRISTIANSTED TOWN, VI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(11/29/2021)
RR
Alaska
(12/2/2021)
RR
Arkansas
(12/7/2021)
RR
Colorado
(12/7/2021)
RR
Connecticut
(11/29/2021)
RR
Delaware
(11/29/2021)
RR
Illinois
(11/29/2021)
RR
Kentucky
(2/24/2022)
RR
Massachusetts
(11/29/2021)
RR
New Jersey
(11/29/2021)
RR
Pennsylvania
(11/29/2021)
RR
Puerto Rico
(10/10/2018)
RR
Texas
(11/29/2021)
RR
Utah
(11/29/2021)
RR
Virgin Islands
(4/21/2022)
RR
Virginia
(11/29/2021)
RR
Wyoming
(11/29/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/29/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/11/2018
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 6/29/2020
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: , 8-66233

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
Mailing Address
P.o. Box 24290, Christiansted, VI 00824-0290
Phone number
(212) 686-7949
Established
Delaware since 05/01/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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

CHAMPLAIN ADVISORS, LLC

CRD#: 129560Christiansted Town, VI 00820

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