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Johann A

Series 63, Series 65

Portland, ME

LPL Enterprise

Johann Azzopardi is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he maintains a property and casualty insurance service business for existing policies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and model wealth portfolios, alongside affiliated insurance and trust services.

Tax-loss harvesting
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Natalya R

ChFC®, Series 63, Series 65

Portland, ME

LPL Enterprise

Natalya Robbins is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 23 years. Robbins hosts monthly Zoom seminars focused on women’s financial topics. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Stephen S

Series 66

Portland, ME

LPL Enterprise

Stephen Strout is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Commonwealth Financial Network, and Ameriprise. Strout is also involved with Congress Street Financial Group, a business focused on financial, retirement, and wealth management planning. 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 uses a model-driven investment approach and offers access to third-party asset managers and various financial services.

Tax-loss harvesting
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Brandon M

Series 66

Portland, ME

LPL Enterprise

Brandon Maloney is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has work history that includes roles at Clean-o-rama, Bentley University, Hannaford Brothers, and educational positions at Bonny Eagle High School and Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Tax-loss harvesting
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Rebecca D

Series 63, Series 65

Portland, ME

LPL Enterprise

Rebecca Drake is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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