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LPL Hires Executive VP of Independent Advisor Services Relationship Management

Businessmen handshaking after deal agreement in the office

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Julian Lopez has joined the firm as executive vice president of independent advisor services relationship management, effective Feb. 21, 2023.

LPL says he is responsible for building and leading sustainable and systematic strategies to deepen relationships with LPL’s independent advisors. He reports to Matt Enyedi, LPL Financial managing director, client success, and is based in College Station, Texas.

Lopez joins LPL from Charles Schwab, where, over a 22-year period, he held several leadership roles, most recently as managing director of the relationship management team. Prior to Schwab, Lopez worked in business development at CyberTrader. Lopez steps into the role Angela Xavier has held since 2019 as she takes the helm of the new Client Success, Innovation and Delivery team, which LPL says will help the new Client Success organization.

“Julian is a seasoned leader with a successful track record of building solid relationships with advisors and offering them the support they need to build their businesses,” Enyedi said. “He has a passion to fuel the sustained success and satisfaction of our clients, and we couldn’t be prouder to welcome him to LPL.”

“I’m thrilled to join LPL and a team that has the exclusive focus of serving our growing advisor community,” Lopez said. “That client-centric approach offers a unique value proposition within the marketplace. I look forward to helping deliver on LPL’s mission to take care of advisors so they can take care of their clients.”

Lopez earned a bachelor’s degree from St. Edwards University and an MBA from Texas A&M. He holds series 7, 24, and 63 registrations.

As The DI Wire previously reported, LPL recently announced other leadership changes including the departure of Dayton Semerjian, a former managing director and chief customer care officer.

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

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