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Marten Jacob Vandervelde

LPl Enterprise, LLC

Hollis, NH

Hollis, NH

CRD 7061956

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

Branch Locations

Hollis, NH • United States

2 Ash Street, Hollis, NH 03049 • 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. Hollis NH 12/2018 11/2024
Tufts University Medford MA 06/2008 10/2019
Prudential Insurance Company Of America Hollis NH 04/2019 Present
Lpl Enterprise, Llc Hollis NH 11/2024 Present
  • 12/2018 → 11/2024
    Hollis, NH
  • 06/2008 → 10/2019
    Tufts University
    Medford, MA
  • 04/2019 → Present
    Prudential Insurance Company Of America
    Hollis, NH
  • 11/2024 → Present
    Hollis, NH
Previous Registrations
Other Businesses

1) 08/22/2024- Notary Public State of NH- Inv Related- Hollis, NH- Start Date 02/04/2020- 0hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-12
  • S66 Uniform Combined State Law Examination
    2019-03-12
Other Names
  • Marten Jacob Vanvervelde

View on SEC IAPD

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