Mario Medina Lopez, financial advisor Edmond OK

Mario Medina Lopez

CRD Number: 6927791
Current Firm: Lpl Financial LLC

Mario Medina Lopez (CRD# 6927791) is an Investment Advisor Representative working at Lpl Financial LLC in Edmond, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tungsten Wealth Management LLC Edmond, OK Jun 2021 - Current < 1
Lpl Financial LLC Oklahoma City, OK Jun 2021 - Current < 1
Jpmorgan Chase Bank, N.a. Oklahoma City, OK Aug 2020 - Jun 2021 < 1
Jpmorgan Securities Oklahoma City, OK Jul 2017 - Aug 2020 3
Jpmorgan Chase Bank, N.a. Oklahoma City, OK Aug 2016 - Jul 2017 < 1
Jpmorgan Chase Bank, N.a. Norman, OK Aug 2015 - Aug 2016 1
David Stanley Chevrolet Norman, OK May 2015 - Jul 2015 < 1
Spencer's Grocery Chickasha, OK May 2014 - May 2015 1
Mcdonald's Chickasha, OK Feb 2012 - Apr 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Mario A. Medina Lopez
Phone Number: 704-733-3300
Firm Website: http://www.lpl.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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