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Caleb R

Series 66

Hendersonville, NC

LPL Enterprise

Caleb Raper is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including at Blaze Pizza and attended Appalachian State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various affiliated services.

Tax-loss harvesting
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Juan A

Series 63, Series 65

Hendersonville, NC

LPL Enterprise

Juan Alvarado is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Bank and its affiliates for a total of eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Heather B

CFP®, Series 63, Series 65

Hendersonville, NC

LPL Enterprise

Heather Banks is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Outside of her advisory work, she owns and coordinates a real estate rental property. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to insurance products and affiliated trust services.

Tax-loss harvesting
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