W. Marcus Harrison

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 04/2017
  H&R Block
  Upper Marlboro, MD
• 10/2018 → 02/2019
  Bank Of America, N.A.
  Annapolis, MD
• 06/2019 → 05/2024
  Bank Of America, N.A.
  Annapolis, MD
• 06/2024 → 11/2024
  Pruco Securities, Llc
  North Bethesda, MD
• 06/2024 → Present
  The Prudential Insurance Company Of America
  North Bethesda, MD
• 03/2019 → 04/2019
  Unemployed
  Pasadena, MD
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Bethesda, MD
• 05/2019 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 08/2018 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
• 10/2015 → 08/2018
  Quality Consultants Group, Llc
  Upper Marlboro, MD

Previous Registrations

• 2024-06-24 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD
• 2019-06-21 → 2024-05-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  New York, NY
  Annapolis, MD
  North Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-03-26

Other Names

• Marcus Harrison
• William Harrison
• William Marcus Harrison
• William M Harrison
• W. M Harrison