Lafayette, LA Dover Boulevard 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
500 Dover Boulevard, Suite 100
Lafayette LA 70503
Advisors at this office
4
Advisors at this office
Evan H
Series 66
Lafayette, LA
LPL Enterprise
Evan Haik is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has additional experience at Pinnacle Group Insurance and Financial Services as well as roles spanning education and banking. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.
Krystal B
Series 63, Series 65
Lafayette, LA
LPL Enterprise
Krystal Boudreaux is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Enterprise since 2024 and previously at Pinnacle Group and Pruco Securities, LLC. Outside of her advisory work, she manages accounting for two real estate-related LLCs in Lafayette, Louisiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Gregory D
Series 66
Lafayette, LA
LPL Enterprise
Gregory Daigle is a Series 66-licensed financial advisor with 30 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Daigle serves as the board president of the South Louisiana Community College Foundation. LPL Enterprise, LLC 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 primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.
Kaleb L
Series 66
Lafayette, LA
LPL Enterprise
Kaleb Legg is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Legg serves as a board member for Junior Achievement of Acadiana, a nonprofit focused on financial and business literacy for underserved youth. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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