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Malcolm Curtis Pierre

Investment adviser representative at LPL Enterprise, LLC
42 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

42 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. Pruco Securities, LLC.Jul 2018 to Nov 2024
  3. Allstate Insurance CompanySep 1984 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
6985583
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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