Lori Kay Bebee
Investment adviser representative at LPL Enterprise, LLC
35 yearsExperience
5 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
35 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaJan 2019 to now
- My Style Jewelry and BeadsApr 2011 to now
- Pruco Securities, LLC.Jan 2019 to Nov 2024
- MML Investors Services, LLCMar 2017 to Jan 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jan 2019
- Metlife Securities Inc.Sep 1991 to Mar 2017
- Metropolitan Life Insurance CompanySep 1991 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (AZ, MI, NV, OH, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2231647
- Firm CRD
- 8733