Best Investors Account Sign in

Magali Garcia

LPl Enterprise, LLC

Mt. Pleasant, SC

CRD 8077372

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
SC RA APPROVED 2026-01-23
  • SC RA
    APPROVED
    Since 2026-01-23

Branch Locations

884 Allbritton Boulevard Suite 205, Mt. Pleasant, SC 29464 • 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
Letourneau University San Antonio TX 05/2017 05/2020
Southwest Highschool San Antonio TX 04/2015 05/2017
Unemployed San Antonio SC 05/2020 04/2025
Lpl Enterprise San Antonio TX 04/2025 Present
  • 05/2017 → 05/2020
    Letourneau University
    San Antonio, TX
  • 04/2015 → 05/2017
    Southwest Highschool
    San Antonio, TX
  • 05/2020 → 04/2025
    Unemployed
    San Antonio, SC
  • 04/2025 → Present
    Lpl Enterprise
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2025-10-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2025-10-20
Other Names
  • Magali Alcantar
  • Lili Garcia

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mt. Pleasant, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor