Allison V Destefano

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

• 10/2015 → 02/2018
  Progressive Insurance
  Granger, IN
• 02/2018 → 08/2022
  Raymond James & Associates
  Mishawaka, IN
• 03/2024 → Present
  The Prudential Insurance Co. Of America
  North Liberty, IN
• 03/2024 → 11/2024
  Pruco Securities, Llc
  North Liberty, IN
• 08/2022 → 12/2022
  Unemployed
  South Bend, IN
• 12/2022 → 03/2024
  Indiana Farm Bureau Insurance
  Granger, IN
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Liberty, IN

Previous Registrations

• 2024-03-19 → 2024-11-14
  Pruco Securities, Llc.
  Indianapolis, IN
  North Liberty, IN
• 2018-05-29 → 2022-09-06
  Raymond James & Associates, Inc.
  Mishawaka, IN

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 09/29/2025-Premier Planning Partners-Planner Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 12/01/2025-160hrs/mth-160hrs/mth during trading 3) 10/28/2025-Premier Planning Partners-Financial Planner-Non-Variable Insurance-Inv related-At Mishawaka, IN-Start date 12/01/2025-4hrs/mth-4hrs/mth during trading 4) 02/09/2026-Premier Planning Partners-P&C Producer-Property and Casualty-Inv related-At Mishawaka, IN-Start date 02/06/2026-10hrs/mth-10hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Allison Virginia Berger
• Allison V Berger