Best Investors Account Sign in

Sybil Anne Durgin

LPl Enterprise, LLC

Wakefield, MA

CRD 4030318

Claim This Profile
Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-14
  • MA RA
    APPROVED
    Since 2024-11-14

Branch Locations

500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 09/2020
Msi Financial Services, Inc. New York NY 09/1999 09/2020
Mml Investors Services, Llc Boston MA 03/2017 09/2020
Pruco Securities, Llc. Wakefield MA 04/2021 11/2024
Prudential Insurance Company Of America Wakefield MA 04/2021 Present
Unemployed Jamaica Plain MA 10/2020 03/2021
Lpl Enterprise, Llc Wakefield MA 11/2024 Present
  • 07/2016 → 09/2020
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 09/1999 → 09/2020
    Msi Financial Services, Inc.
    New York, NY
  • 03/2017 → 09/2020
    Mml Investors Services, Llc
    Boston, MA
  • 04/2021 → 11/2024
    Wakefield, MA
  • 04/2021 → Present
    Prudential Insurance Company Of America
    Wakefield, MA
  • 10/2020 → 03/2021
    Unemployed
    Jamaica Plain, MA
  • 11/2024 → Present
    Wakefield, MA
Previous Registrations
Other Businesses

1. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-11
  • S63 Uniform Securities Agent State Law Examination
    2007-08-11
Other Names
  • Sybil Anne Revane

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Wakefield, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor