LPL ENTERPRISE, LLC

FORT MILL, South Carolina·3 registered advisors·CRD# 8733
SEC# 801-1308834704-733-3300
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
64
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LPL ENTERPRISE, LLC

3 registered advisors
Kirby Lepak Horan-Adams
FORT MILL, South Carolina
Richard Steven Sheehan
FORT MILL, South Carolina
Steven Philip Morrison
FORT MILL, South Carolina
05

Office Locations

FORT MILL, South Carolina
3 advisors

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Data sourced from SEC Form ADV filings. LPL ENTERPRISE, LLC (CRD# 8733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.