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Andrea Stasia Bean

LPl Enterprise, LLC

Wakefield, MA

CRD 2447745

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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
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
Lpl Enterprise, Llc Beverly MA 11/2024 Present
Pruco Securities, Llc. Wakefield MA 01/1994 11/2024
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-13
S63 Uniform Securities Agent State Law Examination 1994-02-28
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    1994-02-28
Other Names
  • Andrea S Bean

View on SEC IAPD

Nearby Firms

FLAGSHIP WEALTH ADVISORS, LLC.
424 CAPITAL, LLC
OXFORD MARTIN, LLC

Nearby Investors

SUSAN N. BIG
PAUL V RYAN
SCOTT LOUIS FACCHETTI

Nearby Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA

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