Home Alts News Financial Advisor with $130 Million in Assets Joins LPL Financial

Financial Advisor with $130 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Joaquin Lopez of Lopez Wealth Management has joined LPL’s broker-dealer, registered investment advisor and custodial platforms.

Lopez reported having served approximately $130 million in advisory, brokerage and retirement plan assets, and joins LPL from Lincoln Investment Planning.

“I really focus on retirement planning, account accumulation and distribution, and building portfolios to help clients with their short term and long-term needs,” Lopez said. “As an independent advisor, I’ve made excellent customer service a priority.”

Based in Cranberry Township just north of Pittsburgh, Pennsylvania, Lopez is a U.S. Army Veteran who served in active duty during Operation Desert Shield. Upon his return home, LPL says he became a counselor with the Pennsylvania Public School Employees’ Retirement System and then joined the financial services industry, where he has spent the past 23 years building a boutique practice that specializes in helping public school educators.

“It is a pleasure to welcome Joaquin to the LPL community,” Scott Posner, LPL executive vice president, business development, said. “We are committed to investing in robust, integrated technology capabilities designed to help advisors build successful practices and provide clients with differentiated experiences. We look forward to supporting Lopez Wealth Management for years to come.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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