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Mary S

Series 66

Las Vegas, NV

LPL Enterprise

Mary Sapaden is a financial advisor with LPL Enterprise and holds a Series 66 credential. She has one year of industry experience, with previous roles at Prudential and Hertz Rental Car. Sapaden also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional investors, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Tax-loss harvesting
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Austin S

Series 66

Las Vegas, NV

LPL Enterprise

Austin Sherman is a Series 66-licensed financial advisor with LPL Enterprise, based in Las Vegas, NV, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Equitable Advisors, and Pruco Securities LLC. Outside of his financial advisory duties, he operates a small online business selling collectibles on eBay and TCGplayer. 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’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Tyler J

Series 66

Las Vegas, NV

LPL Enterprise

Tyler Johnson is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Prudential. Outside of his advisory work, he also works part-time as a food delivery driver in Las Vegas. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Tax-loss harvesting
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Leesa V

Series 66

Las Vegas, NV

LPL Enterprise

Leesa Valdez is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has 18 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, VALIC Financial Advisors, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes 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 participation in the Model Wealth Portfolios wrap program.

Tax-loss harvesting
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