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Maan Archer Halees

Investment adviser representative at LPL Enterprise, LLC
11 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

11 years in the industry.

  1. LPL Enterprise, LLCJun 2026 to now
  2. Concert Golf PartnersMay 2026 to now
  3. The Fathers TableFeb 2026 to now
  4. Mtmr Surgical Group LLCJan 2018 to now
  5. RailincJan 2018 to Feb 2019
  6. ArteraFeb 2017 to Jan 2018
  7. CotyNov 2015 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
6368691
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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