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Gabriel Piche

Advisor at LPL Enterprise

Updated today

Location

Robinsville, NC

Credentials

Series 66

Industry experience

< 1 year

About

Gabriel Piche is a financial advisor with LPL Enterprise, holding a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, including positions with the West Virginia Black Bears. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

Robinsville, NC

Most active in

Maryland · North Carolina

Work history

LPL Enterprise

2025 - Present (1 year)

Taymar Sales U

2025 - 2025 (1 year)

Unemployed

2024 - 2025 (1 year)

West Virginia Black Bears

2024 - 2024 (1 year)

Unemployed

2023 - 2024 (1 year)

West Virginia Black Bears

2023 - 2023 (1 year)

Unemployed

2021 - 2023 (2 years)

Unemployed

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard C

Series 63, Series 66

Andrews, NC

IFG Advisory, LLC

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dixie M

Series 63, Series 65

Andrews, NC

Credit Union Investment Services

Dixie Morgan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 designations and three years of industry experience. She has roles at Members Trust Company and SECU Life Insurance Company, and has been associated with State Employees' Credit Union since 2013. Outside of financial services, she owns a beekeeping business where she maintains bee health and produces honey. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm emphasizes client decision-making authority and employs salaried advisers within a credit union structure.

General retirement planning Passive / index investing
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