Reading, PA Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,113

Across 867 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

1920 Van Reed Road

Reading PA 19610

Advisors at this office

4

Advisors at this office

user avatar

Valerie D

Series 63, Series 65

Reading, PA

LPL Enterprise

Valerie Delp is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved in direct sales and coaching for a fitness product company. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individual and high-net-worth 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 various non-securities products and services through affiliated entities.

Tax-loss harvesting
user avatar

Brandon S

Series 66

Reading, PA

LPL Enterprise

Brandon Shaub is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry career in 2026. Prior to his current role, he has worked at Aloha Financial and held positions outside the financial sector, including at Lowe's Home Improvement and The Tavern on Penn. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
user avatar

Joshua D

Series 66

Reading, PA

LPL Enterprise

Joshua Delp is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 20 years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales of fitness supplements through Team Beach Body. 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 uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers through a network of investment adviser representatives.

Tax-loss harvesting
user avatar

Lawrence L

Series 63, Series 65

Reading, PA

LPL Enterprise

Lawrence Lubas is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He previously spent 31 years at Pruco Securities Corporation before joining LPL Enterprise in 2024. Outside of his advisory work, he is employed in service roles at local venues including a golf course and sports stands. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Tax-loss harvesting
View complete list of advisors at this office
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