Greensboro, NC Garden Village Way Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
About
LPL Enterprise, LLC serves a broad mix of clients — individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations and other institutional clients — through both advisory and brokerage channels. Its services include financial planning and consulting, access to LPL’s Model Wealth Portfolios wrap program, third‑party asset management (TAMP) arrangements, and the ability to purchase a range of brokerage and insurance products through its broker‑dealer and affiliated insurance entity.
Investment advice is delivered primarily by investment adviser representatives (IARs) who use LPL’s research, model portfolios and third‑party portfolio strategists; MWP accounts provide discretionary implementation by LPL, while many TAMP arrangements are managed by third‑party sponsors or subadvisors. Financial planning engagements are typically non‑discretionary, point‑in‑time consultations, and IARs assist clients with program selection, account setup and ongoing monitoring where appropriate.
What is noteworthy relative to many peers is the firm’s integrated platform that combines adviser programs with active sales of other financial products — including insurance through an affiliated agency — and its role in LPL’s collateralized lending program (including the Secured Credit Account) where LPL may act as lender. The firm relies on co‑investment and referral relationships with TAMP sponsors and affiliated trust custodians rather than offering a standalone formal selection‑of‑other‑advisers service, and it discloses actual performance and third‑party ratings while not presenting hypothetical performance in its materials.
Based on LPL Enterprise
Location
5587 Garden Village Way, Suite E
Greensboro NC 27410
Advisors at this office
4
Advisors at this office
Michael R
Series 66
Greensboro, NC
LPL Enterprise
Michael Randleman is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales through CAPSTONE HEALTH. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales across an extensive network of advisors.
Tyler O
Series 66
Greensboro, NC
LPL Enterprise
Tyler Oakley is a Series 66-registered advisor with LPL Enterprise in Greensboro, NC, beginning his advisory career in 2026. Prior to joining LPL, he completed an MBA at Wake Forest University and worked in the education sector for several years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage solutions.
Jonathan S
Series 66
Greensboro, NC
LPL Enterprise
Jonathan Szarke is a Series 66-licensed advisor with LPL Enterprise LLC, based in Greensboro, NC. He joined LPL Enterprise in 2026 and has prior experience in various hospitality and community-focused roles, including positions at Epic Chophouse and WhiteStone: A Masonic and Eastern Star Community. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.
William D
Series 66
Greensboro, NC
LPL Enterprise
William Davis is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and Cogent Analytics. Outside of his advisory role, he is involved as a tutor and driver/courier in Greensboro, NC, and serves as a directly appointed agent for the Catholic Order of Foresters. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.
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