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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-1982
- Office Locations
- 941
Office Locations
About LPL Enterprise, LLC
LPL Enterprise provides enterprise-level wealth management solutions and professional support for financial institutions, helping their financial professionals serve investors through brokerage and advisory programs. Institutions can choose how they partner with LPL, including offerings such as model and guided portfolio programs, backed by LPL Financial’s platform and disclosures.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
Kiriakos Andreas Evangeliou
Operations Compliance, SVP Operations Control, Trading
- CRD
- #2496177
- Ownership
- Less than 5%
KIRBY LEPAK HORAN-ADAMS
Director, Manager, Vice President
- CRD
- #5097259
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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HAMDY ABDELMONEM ABBASS
Financial Advisor, General Partner
- CRD
- #1717587
Jennifer Abe
--
- CRD
- #7755922
Showing 2 of 3836 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,935,743,002 | $179,248 |
| Non-Discretionary | $3,642,371 | $46,106 |
| Total | $24,939,385,373 | $179,173 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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