Clermont, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
About
LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.
Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.
Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.
Based on LPL Enterprise
Location
481 E Hwy 50, 201 A B
Clermont FL 34711
Advisors at this office
2
Advisors at this office
Nicole G
Series 63, Series 65
Clermont, FL
LPL Enterprise
Nicole Granakos Green is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. She also conducts smoking cessation workshops as part of a Tobacco Free Florida AHEC program. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.
Amaris T
Series 65, Series 63
Clermont, FL
LPL Enterprise
Amaris Turner is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles including positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, Turner facilitates smoking cessation classes with the Tobacco Free Florida program. 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 emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.
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