Best Investors Account Sign in

Maria I Camaiore

LPl Enterprise, LLC

Medford, NJ

CRD 5723293

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

Branch Locations

30 Jackson Road Suite D103, Medford, NJ 08055 • 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
Prudential Insurance Company Of America Medford NJ 09/2009 Present
Pruco Securities, Llc. Medford NJ 09/2009 11/2024
Lpl Enterprise, Llc Medford NJ 11/2024 Present
Previous Registrations
  • 2011-03-25 → 2024-11-14
    Marlton, NJ
    Cherry Hill, NJ
    Marlton, NJ
    Medford, NJ
    Marlton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-09
S63 Uniform Securities Agent State Law Examination 2010-04-12
  • S65 Uniform Investment Adviser Law Examination
    2011-03-09
  • S63 Uniform Securities Agent State Law Examination
    2010-04-12
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Maria Isabel Lopez-Tan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Medford, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor