Lpl Enterprise, LLC

Overview

Lpl Enterprise, LLC is a Broker Dealer and registered investment adviser based in Fort Mill, SC, registered since 1981. It reports $24.9B in assets under management across 139,192 accounts, with 5,215 employees. Its 3,786 registered representatives work across 945 branch offices in 49 states.

Reported AUM

$24.9B

Discretionary

100%

Accounts

139,192

Average account

$179K

Employees

5,215

Registered reps

3,786

Branch offices

945

Registered since

1981

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Stock
• U.S Government Securities Broker
• Variable Life Insurance & Annuities

Executive officers 3 of 4

• Kirby Lepak Horan-adams Chief Executive Officer, President, Chief Executive Officer. President CRD 5097259
• Steven Thomas Malfitano Principal Financial Officer, Principal Operations Officer, Financial and Operations Principal CRD 3178848
• Kiriakos Andreas Evangeliou Senior Vice President, Chief Compliance Officer, Svice President CRD 2496177

1 more executive officer, with direct contact details

Registered reps 3 of 3,786

• Alfred Michael Abbamonte Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7867340
• Hamdy Abdelmonem Abbass Insurance Agent · Registered Rep CRD 1717587
• Jennifer Abe Insurance Agent · Registered Rep CRD 7755922

3,783 more registered reps, with emails, phones and branch locations

Location

Headquarters

1055 Lpl Way
Fort Mill, SC 29715

County

York

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Branch offices

945 in 49 states, including Paramus, NJ, Brooklyn, NY and Melville, NY

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: lpl.com/lpl-enterprise.html

Every state, with registration dates

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