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Jessica L
CFP®, Series 66
Charlotte Hall, MD
LPL Enterprise
Jessica Light is a CFP® professional with nine years of industry experience, currently affiliated with LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Community Bank of the Chesapeake, Infinex Investments, and ISI of Maryland. She also serves as an adjunct professor at the College of Southern Maryland and assists clients with Medicare Supplement and drug plan purchases through her business, Retirement Light, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.
Lisa K
Series 66
Charlotte Hall, MD
LPL Enterprise
Lisa Kennedy is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Enterprise. Her prior roles include positions at PRUCO Securities, Thrivent Financial, and Thrivent Investment Management. Outside of her advisory work, she serves on nonprofit boards including Harbor Christian Homeschool Group of Calvert County and Voices In Praise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other specialized services.
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