Huntersville, NC Vanstory Drive Office
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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
11330 Vanstory Drive, Suite 116
Huntersville NC 28078
Advisors at this office
3
Advisors at this office
Madison T
Series 66
Huntersville, NC
LPL Enterprise
Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.
Douglas W
Series 66
Huntersville, NC
LPL Enterprise
Douglas Webb is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Webb is involved with financial planning activities through various affiliated entities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses model-driven portfolios and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.
Nicholas B
Series 66
Huntersville, NC
LPL Enterprise
Nicholas Bernick is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has previously worked at Northwestern Mutual, Johnson Brothers Mutual, and Prudential Advisors. Outside of his advisory work, Bernick volunteers with the Miracle League of Greater Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.
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