Monroe, LA North 18th Street 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
1900 North 18th Street, Suite 801
Monroe LA 71201
Advisors at this office
3
Advisors at this office
Autumn C
Series 66
Monroe, LA
LPL Enterprise
Autumn Causey is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Delta Life and Retirement Solutions and Gary Thomas CPA. 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 model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.
Evan D
Series 66
Monroe, LA
LPL Enterprise
Evan Derveloy is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has one year of industry experience and has been with LPL Enterprise since 2025. Outside of his advisory role, he is the owner of CrossFit Ruston LLC, a business he has operated since 2012, and is also employed part-time at Billy Gene is Marketing, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third parties, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Jackson B
Series 66
Monroe, LA
LPL Enterprise
Jackson Best is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various positions including self-employment in lawn care and handyman services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
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