Dover, NH Dover Point Road Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,100

Across 870 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

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

Expertise

Tax-loss harvesting

Based on LPL Enterprise

Location

6 Dover Point Road, Suite B

Dover NH 03820

Advisors at this office

7

Advisors at this office

user avatar

Henry P

Series 66

Dover, NH

LPL Enterprise

Henry Purple is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in various other fields, including creative studios and community cemetery services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on financial planning, third-party asset management access, and affiliated insurance and trust services.

Tax-loss harvesting
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Albert B

Series 66

Dover, NH

LPL Enterprise

Albert Basse IV is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Wellington Management Company LLP and running his own firm, Albert Basse Associates Inc. He is the founder and president of The Oliver Ames Rugby Booster Club Incorporated, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment strategies and access to third-party asset managers.

Tax-loss harvesting
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Kyle P

Series 66

Dover, NH

LPL Enterprise

Kyle Poodiack is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Dover, NH. He has been with LPL Enterprise since 2026 and has prior work experience in the energy and manufacturing sectors, including positions at Westinghouse Electric Company and Ragnartech Inc. 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 organizations. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Kimberly P

Series 63, Series 65

Dover, NH

LPL Enterprise

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Jennifer C

Series 63, Series 65

Dover, NH

LPL Enterprise

Jennifer Craig is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, 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’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside additional services such as affiliated trust custody and insurance product facilitation.

Tax-loss harvesting
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Daniel G

ChFC®, Series 63

Dover, NH

LPL Enterprise

Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. 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 a wrap program, along with affiliated trust and insurance services.

Tax-loss harvesting
user avatar

Christopher J

Series 66

Dover, NH

LPL Enterprise

Christopher Johnson is a Series 66-licensed financial advisor with LPL Enterprise, based in Dover, NH. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been employed part-time as a gym attendant for Dover Recreation since 2018. 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 model-driven investment implementation and offers financial planning, third-party asset management access, and various insurance and trust services.

Tax-loss harvesting
View complete list of advisors at this office
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