Subscribe

LPL taps Schwab veteran for RIA growth

LPL Schwb

Julian Lopez will focus on LPL's relationships with independent advisors.

LPL Financial said Thursday that it had hired Julian Lopez, a 23-year veteran of Charles Schwab and Schwab Advisor Services, to serve as executive vice president for independent advisor services relationship management.

Lopez will focus on building sustainable and systematic strategies to deepen relationships with LPL’s independent advisors, according to a statement from LPL.

He reports to Matt Enyedi, the firm’s managing director of client success.

Lopez held several leadership roles at Schwab and most recently was managing director of its relationship management team.

Prior to Schwab, he worked in business development at CyberTrader, which Schwab acquired in 2000.

At LPL, Lopez is succeeding Angela Xavier, who is moving to lead the new client success, innovation and delivery team, according to LPL.

[More: Schwab’s game plan for a TD touchdown]

How to pick sustainable stocks from the bottom up

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cambridge’s new RIA sets floor to make a deal

'The advisor wants to get out of the business at 65 or 70 but clients will live to be around till 90,' says one banker.

Why are senior JPMorgan execs ‘jumping’ to Wells Fargo?

Senior industry executive poses the question after latest switch, this time in investment banking.

SEC slaps ex-advisor with subpoena – again – over alleged cherry picking

'An advisor can only blow off the SEC for so long,' said one industry executive.

Blackstone REIT in media cross hairs over valuation

Sketchy math dogs private market investments sold to retail investors.

After losing arbitration, brokers file bankruptcy

"Another schlocky broker-dealer gets hit with an arbitration award and the owner and everyone else declare bankruptcy," said one attorney.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print