Melissa Desiree Farfan
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.
- LPL Enterprise, LLCSep 2025 to now
- Bank of America, N.A.Aug 2019 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Aug 2025
- UnemployedFeb 2019 to Jun 2019
- Foresters Financial ServicesNov 2015 to Feb 2019
- Foresters Investment ServicesNov 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6584500
- Firm CRD
- 8733