Meredith Ann Vazquez
Investment adviser representative at LPL Enterprise, LLC
19 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
19 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaApr 2024 to now
- Pruco Securities, LLCApr 2024 to Nov 2024
- Nylife Securities LLC.Oct 2022 to Apr 2024
- New York LifeAug 2022 to Apr 2024
- UnemployedFeb 2022 to Aug 2022
- EverquoteSep 2021 to Jan 2022
- UnemployedAug 2021 to Aug 2021
- CaremarkJan 2005 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7559787
- Firm CRD
- 8733