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Lisa M Tittle

LPl Enterprise, LLC

Mansfield, OH

CRD 6677303

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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
OH RA APPROVED 2024-11-14
  • OH RA
    APPROVED
    Since 2024-11-14

Branch Locations

One Marion Avenue Suite 203, Mansfield, OH 44903 • 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
Pruco Securities, Llc. Mansfield OH 06/2016 11/2024
Prudential Insurance Company Of America Mansfield OH 08/2016 Present
Lpl Enterprise, Llc Mansfield OH 11/2024 Present
Previous Registrations

View on SEC IAPD

Nearby Firms

WHITAKER-MYERS WEALTH MANAGERS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
HD PINNACLE ADVISORS, LTD.

Nearby Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush

Nearby Offices

WHITAKER-MYERS WEALTH MANAGERS, LTD. · MANSFIELD, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH

More in Mansfield, OH

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