Irvine, CA Michelson Drive Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,115

Across 872 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

3333 Michelson Drive, Suite 820

Irvine CA 92612

Advisors at this office

66

Advisors at this office

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Michael P

Series 66

Irvine, CA

LPL Enterprise

Michael Praegitzer is a financial advisor with LPL Enterprise holding a Series 66 credential. He joined the firm in 2026 and has prior experience at Microsoft Corporation, The International Finance Corporation, and Bancap Investment Group, among other roles. His background also includes academic appointments at Georgetown University and the University of Maryland. LPL Enterprise, LLC 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 uses model-driven portfolio management and offers access to third-party asset managers, along with affiliated trust, insurance, and lending services.

Tax-loss harvesting
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Monique G

Series 66

Irvine, CA

LPL Enterprise

Monique Go is a Series 66-licensed financial advisor with LPL Enterprise in Irvine, CA. She joined LPL Enterprise in 2026 and has prior experience at firms including Simple Science and Kinross. 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 investment approach primarily uses model-driven portfolios developed by internal research and third-party strategists, with additional services including financial planning and access to third-party asset managers.

Tax-loss harvesting
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Gary M

ChFC®, Series 63

Irvine, CA

LPL Enterprise

Gary Miller is a ChFC® and Series 63 licensed advisor at LPL Enterprise with seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Miller is also involved as a life insurance producer with Crump and as a financial advisor with Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance products through affiliated entities.

Tax-loss harvesting
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Gerry P

Series 63, Series 65

Irvine, CA

LPL Enterprise

Gerry Pak is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Ashley L

Series 66

Irvine, CA

LPL Enterprise

Ashley Lyne is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, Ashley held positions at The Ups Store and spent time at Durham University and La Salle University. Outside of financial advising, Ashley is involved with The Ups Store. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, 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 services including financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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Ryan F

Series 63, Series 66

Irvine, CA

LPL Enterprise

Ryan Flynn is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America, Pruco Securities, Edward Jones, J.P. Morgan Securities, and other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Tax-loss harvesting
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Andre Y

Series 66

Irvine, CA

LPL Enterprise

Andre Yousefian is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he held roles at Uber and Northrop Grumman and has been involved with several golf clubs and a hospitality business, The Cocktail Concierge. He also has ongoing involvement with City Cruises. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities, using primarily model-driven investment approaches and offering access to third-party asset managers and various financial products.

Tax-loss harvesting
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William T

Series 66

Irvine, CA

LPL Enterprise

William Thomas is a Series 66-licensed financial advisor with LPL Enterprise in Irvine, CA, and has two years of industry experience. He has held prior roles at The Prudential Insurance Company of America and Pruco Securities LLC and has been self-employed in consulting and business development since 2016. In addition, Thomas is a business owner contracted as Chief Marketing Officer for Tangram Solutions LLC, a private company developing the MedicareWizard platform. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed internally and by third parties, and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Dylan E

Series 66

Irvine, CA

LPL Enterprise

Dylan Edwards is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and was self-employed for seven years. Outside of advisory work, Edwards is an independent insurance agent for various companies through Presidio Life LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Tax-loss harvesting
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Evan O

Series 66

Irvine, CA

LPL Enterprise

Evan Osborne is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Signature Resources Capital Management, LLC, and Signator Investors, Inc. Outside of his advisory work, he is also 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, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, alongside affiliated trust and insurance services.

Tax-loss harvesting
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Jay S

Series 63, Series 65

Irvine, CA

LPL Enterprise

Jay Skolnick is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Blue Shield of California Life & Health Insurance Company. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Tax-loss harvesting
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Isaiah L

Series 66

Irvine, CA

LPL Enterprise

Isaiah Lopez is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior firms include The Prudential Insurance Company of America, Pruco Securities LLC, and One America. Outside of finance, he owns and operates The TCG Tavern, a YouTube and streaming channel focused on trading card game content. LPL Enterprise provides investment advisory and brokerage services to individual investors, high-net-worth clients, retirement plans, banks, and charitable organizations. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Tax-loss harvesting
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Joshua T

Series 63, Series 66

Irvine, CA

LPL Enterprise

Joshua Tiffany is a financial advisor with LPL Enterprise in Irvine, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Tiffany is also a Prudential-sponsored non-variable insurance agent. 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 emphasizes model-driven investment implementation and access to third-party asset managers and insurance products through a network of investment adviser representatives.

Tax-loss harvesting
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Atsushi K

CFP®, ChFC®, Series 63, Series 65

Irvine, CA

LPL Enterprise

Atsushi Kurosawa is a CFP® and ChFC® credentialed advisor with 13 years of industry experience. He is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Guardian Life Insurance Company, and Park Avenue Securities. 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 affiliated insurance and trust services.

Tax-loss harvesting
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Michael A

Series 66

Irvine, CA

LPL Enterprise

Michael Abraham is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 credential and three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, BC Forward, and IBM. In addition to his advisory work, he consults in human resources and talent acquisition through his independent practice, Talent Resource Partners, established in 2009. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities, using a model-driven approach with access to third-party asset managers and integrated financial planning services.

Tax-loss harvesting
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