Mario Bear
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2023 to now
- Pruco Securities, LLCAug 2023 to Nov 2024
- PNC BankJan 2023 to Aug 2023
- Fifth Third SecuritiesMay 2020 to Aug 2023
- Fifth Third BankMay 2020 to Jan 2023
- J.P. Morgan Securities LLCJan 2019 to May 2020
- JPMorgan Chase Bank, N.A.Jan 2019 to May 2020
- BMO Harris BankApr 2018 to Jan 2019
- BMO Harris Financial Advisors, Inc.Apr 2018 to Jan 2019
- Credit Acceptance CorpNov 2016 to Apr 2018
- W&r Insurance AgenciesSep 2016 to Apr 2017
- Waddell & ReedAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5667491
- Firm CRD
- 8733