Houston, TX West Loop South Office

Marina Ageyeva is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the ChFC® designation and licenses including Series 63 and Series 65. Her career includes roles at firms such as New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and charitable entities. The firm’s investment approach often involves model-driven portfolios developed by internal and third-party strategists, complemented by access to financial planning, third-party asset managers, and affiliated trust and insurance services.

Malcolm Pierre is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent over three decades at Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, 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 wrap programs.

Dwight Williams is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.A., and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services.

Dylan Davis is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. He has worked at LPL Enterprise since 2024 and previously at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he is involved with The Enrichery, a community-focused organization. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and lending services through affiliated entities.

Austin Rieff is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he served seven years in the United States Army and held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a pet sitter in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Tri Nguyen is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Houston, TX. Nguyen has no prior experience in the financial industry but has worked in various sectors including skincare, engineering, shipping, and logistics. Outside of finance, Nguyen is involved with Li Beauty House Skincare Spa, a business active since 2020. 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 services such as financial planning, access to third-party asset managers, and a wrap program known as Model Wealth Portfolios.

Scott Hurwitz is a financial advisor with LPL Enterprise holding a Series 66 designation and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Christina Ma is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she serves as a managing member of Rayma LLC, a real estate rental business based in Houston, TX. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers services including financial planning, access to third-party asset managers, and participation in a wrap program.

Harrison Wang is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles 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, and corporate and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers, along with affiliated trust and insurance services.

David Harris is a financial advisor with LPL Enterprise in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, PRUCO Securities, and The Prudential Insurance Company of America. He serves on the board of Woodridge Baptist Church, reviewing financial assistance requests for members and others. 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 using portfolios developed by LPL’s Research Department and third-party strategists.

Thong Phan is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in variable insurance-related activities. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm uses model-driven investment implementation, offers access to third-party asset managers and TAMPs, and operates a wrap program along with affiliated insurance and trust services.

Bryan Mayo is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 66 licenses and with one year of industry experience. Before joining LPL Enterprise in 2025, he worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has continued employment as a service advisor and state inspector at Kwik Kar in Houston. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Harry Perrin is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Apple Inc. for nine years. Outside of his advisory role, Perrin is active as an artist and musician. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities services.

Barbara Janik is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions with major companies such as Walmart, DoorDash, Uber, and Instacart. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to insurance products, trust services, and a collateralized lending program.

Mario Yearwood is a financial advisor with LPL Enterprise in Houston, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Pruco Securities, LLC for nine years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.