Valdosta, GA Office

Team
Updated today
LPL Enterprise logo

LPL Enterprise

Institution

Firm-wide stats for LPL Enterprise

Total advisors

3,115

Across 863 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

Valdosta GA

Advisors at this office

3

Advisors at this office

user avatar

Raymond H

Series 63, Series 65

Valdosta, GA

LPL Enterprise

Raymond Hartford is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. He is also a commissioned notary public, providing notarization services to clients without charge. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers model-driven investment advisory and brokerage services, financial planning, and access to third-party asset managers and wrap programs, with a notable presence in affiliated trust custody, insurance products, and secured lending.

Tax-loss harvesting
user avatar

Nancy H

Series 63, Series 65

Valdosta, GA

LPL Enterprise

Nancy Hartford is a financial advisor with LPL Enterprise in Valdosta, Georgia. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining LPL Enterprise, she worked at Pruco Securities LLC and Primerica Advisors. Outside of her advisory role, Hartford owns and operates an income tax business providing tax preparation, bookkeeping, payroll, and trucking-related paperwork services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers and financial planning services.

Tax-loss harvesting
user avatar

Justin M

Series 66

Valdosta, GA

LPL Enterprise

Justin Myers is a financial advisor with LPL Enterprise in Valdosta, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Cintas, and Primerica. Outside of his advisory work, Myers has a long tenure with South Georgia Pecan Co, spanning 16 years. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing affiliated trust, insurance, and lending services.

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