Unclaimed Profile

Kirby Lepak Horan-Adams

LPL ENTERPRISE, LLC·FORT MILL, South Carolina

SIE, Series 7, Series 24, Series 66, Series 99TOClean record20 years registeredLPL ENTERPRISE, LLC

1055 LPL WAY, FORT MILL, SC 29715CRD# 5097259Firm CRD# 8733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kirby Lepak Horan-Adams · FORT MILL, SC

Registration

CRD #5097259 · LPL ENTERPRISE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2021 – present

FORTIGENT, LLC

Dec 2021 – Feb 2024

FORT MILL, SC

FORTIGENT, LLC

Apr 2015 – Dec 2021

FORT MILL, SC

NESTWISE LLC

Oct 2012 – Oct 2013

BOSTON, MA

LPL FINANCIAL LLC

May 2006 – Dec 2021

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · May 1, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LPL ENTERPRISE, LLC

CRD 8733 · SEC 801-130883

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LPL ENTERPRISE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LPL ENTERPRISE, LLC →

Introduction

Speak with Kirby Lepak

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kirby Lepak is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT MILL?

Browse all registered financial advisors in FORT MILL, South Carolina or claim this profile if it's yours.

Browse FORT MILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kirby Lepak Horan-Adams offer?

Kirby Lepak Horan-Adams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MILL, South Carolina for a consultation.

What are Kirby Lepak Horan-Adams's credentials?

Kirby Lepak Horan-Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kirby Lepak Horan-Adams located?

Kirby Lepak Horan-Adams is based in FORT MILL, South Carolina, working with LPL ENTERPRISE, LLC. Their office serves clients in the FORT MILL metropolitan area and surrounding communities.

How does Kirby Lepak Horan-Adams charge for services?

Kirby Lepak Horan-Adams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LPL ENTERPRISE, LLC?

LPL ENTERPRISE, LLC has approximately 64 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →