Best Investors
Account
Sign in
LPl Enterprise, LLC CRD 8733
$24.9B regulatory AUM 12,118 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-11 |
Reach out to this advisor