Financial ADVSR advisor directory · SEC adviser records
LPL Enterprise, LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a LPL Enterprise, LLC office in Charlotte, A to Z.
The short answer
23 registered advisors work at LPL Enterprise, LLC in Charlotte, out of 2,869 at the firm nationwide; it ranks number 34 in the city by advisors. 3 list the CFP designation and 23 are also registered broker representatives.
LPL Enterprise, LLC advisors in Charlotte, A to Z
Every LPL Enterprise, LLC advisor →- Jacob M. AllenAlso a broker rep
- Jahnese S. AlstonAlso a broker rep
- Latasha AndersonAlso a broker rep
- Jon M. BassAlso a broker rep
- Gregory J. BrachtAlso a broker rep
- Kimberly BryantAlso a broker rep
- Bobby E. CarrollAlso a broker rep
- Jesse R. CassellAlso a broker rep
- Kerry T. CassellAlso a broker rep
- Terry M. DresbachAlso a broker rep
- Hunter A. FurrowAlso a broker rep
- Alvonzo T. GibbsCertified Financial Planner · Also a broker rep
- Michael K. JonesAlso a broker rep
- William B. Martin IIIAlso a broker rep
- Bing C. MichaelAlso a broker rep
- Jasper D. Monroe Jr.Also a broker rep
- Chad E. NeelyAlso a broker rep
- Calvin J. PerryAlso a broker rep
- Michael P. StackAlso a broker rep
- Christopher B. Sweesy Jr.Certified Financial Planner · Also a broker rep
- Jacob TitusAlso a broker rep
- Del A. TurnerCertified Financial Planner · Also a broker rep
- Kimberly S. TurnerChartered Financial Consultant · Also a broker rep
LPL Enterprise, LLC advisors in every city and state →LPL Enterprise, LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Enterprise, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →
LPL Enterprise, LLC advisors in other cities
Irvine, CA 59Bedminster, NJ 58Troy, MI 57Indianapolis, IN 52Melville, NY 45Holmdel, NJ 42Warrington, PA 41Atlanta, GA 40St Louis, MO 39New York, NY 37Cockeysville, MD 35Houston, TX 35St Louis Park, MN 33Tampa, FL 33San Jose, CA 31
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does LPL Enterprise, LLC have in Charlotte?
23 investment adviser representatives are registered at LPL Enterprise, LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 2,869 nationwide. 3 list the CFP designation and 23 are also registered as broker representatives.
Is LPL Enterprise, LLC one of the largest advisor employers in Charlotte?
LPL Enterprise, LLC ranks number 34 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a LPL Enterprise, LLC advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the LPL Enterprise, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.