Brickell

Julio Lopez-Brito

Julio Lopez-Brito, RICP® CFP®
Investment Advisor Representative (IAR)


 

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Portfolio Resources Group
100 SW 10th St., Ste. 701, Miami, FL 33130
305-372-0299 Ext. 418 Office • 305-372-0499 Fax

jlopezbrito@prginc.net

 

Julio Lopez-Brito RICP® CFP® joined Portfolio Resources Advisor Group in 2018 as an Investment Advisor Representative (IAR).

Business Experience: 
Mr. Lopez-Brito has more than 20 years professional experience as a Corporate Finance senior executive in multinational, domestic, and non-profit organizations as well as an independent Mergers & Acquisitions and Investment Advisor to Latin American High Network Individuals, business owners and closely-held businesses. He joined NYLIFE Securities, LLC as an Agent and Registered Representative (RR) in October 2016 and left in January 2018, to join Portfolio Resources Advisor Group, Inc., as an IAR the following April. He was also a Licensed Insurance Agent of New York Life Insurance Company from 2016 - 2018.

Educational Background: 
Mr. Lopez-Brito earned a MPhil (’84) and MBA (’83) in Finance and Statistics from New York University Leonard N. Stern School of Business. He is also is a graduate of the ABA Stonier Graduate School of Banking. He has a BA in Economics from Universidad Católica Andrés Bello in Caracas, Venezuela.

Professional Designations and Licenses:
Mr. Lopez-Brito holds the Retirement Income Certified Professional (RICP®) designation since December of 2017 and the CERTIFIED FINANCIAL PLANNER™ certification since December 2019. He has a Series 6 (Investment Company and Variable Contract Products Representative Examination) license since September 2016; a Series 63 (Uniform Securities Agent State Law Examination) license since October 2016; a series 65 (Uniform Investment Advisor Law Examination) since February 2018; and a Florida Life, Health & Variable Annuity (215) license since June 2016.

Other Business Activities:
Since 2016, Mr. Lopez-Brito has been a member and volunteer instructor with the Osher Lifelong Leaning Institute at The University of Miami (“OLLI@UM”), where he has occasionally taught courses and presented seminars on personal finance topics. OLLI@UM offers seasoned adults over age 50 noncredit courses with no assignments or grades. Since 2017, Mr. Lopez-Brito has been a volunteer tax preparer with the IRS VITA/TCE program. Prudence Lane Advisors a DBA of Julio Lopez-Brito offers tax preparation services to clients who may or may not be existing advisory services clients.