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Marco Lopez

Texas Private Wealth Advisors - LPL Financial

Marco Lopez is a Wealth Advisor and co-founder at Texas Private Wealth Advisors, affiliated with LPL Financial, located in the Dallas Fort Worth Metroplex. He specializes in managing investments across various accounts, including IRAs, Roth IRAs, Trust Accounts, and regular taxable accounts. His role involves portfolio management and financial planning aimed at aligning investment strategies with clients' goals, time horizons, and risk tolerances.12

With over 12 years of experience in the financial industry, Lopez has spent the last eight years at LPL Financial. He is known for his ability to educate clients on complex financial topics, having previously co-hosted a radio show called "Serious Money" on KSKY 660 AM in Dallas, where he discussed important economic issues and investment strategies.13

Lopez can be reached at Texas Private Wealth Advisors via phone at 877-221-8792 ext 2 or through his email at [email protected]. His professional focus is on building meaningful client relationships based on trust and tailored financial advice.1

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Marco Lopez
Marco Lopez, photo 1
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Location

Dallas, Texas