LPL Financial LLC announced that financial advisor Joaquin Lopez of Lopez Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets, and joins LPL from Lincoln Investment Planning. Based in Cranberry Township just north of Pittsburgh, Pa., Lopez is a U.S. Army Veteran who served in active duty during Operation Desert Shield. Upon his return home, he became a counselor with the PA Public School 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.
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