Lisan Nicola michelle Burney
Investment adviser representative at LPL Enterprise, LLC
29 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
29 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- Prudential AdvisorsJul 2025 to now
- Tempmee (gotu)Mar 2023 to now
- New Image Dentistry (north American Dental Aliance Group/adp)Aug 2018 to now
- First Command Advisory Services, IncApr 2024 to Apr 2025
- First Command Insurance Services, IncApr 2024 to Apr 2025
- Stellar Family DentistryOct 2023 to Jul 2024
- First Command Brokerage Services, IncMay 2023 to Apr 2025
- Pacific Dental Services (winter Haven/davenport Modern DentistryDec 2021 to Jun 2023
- Exp Realty LLCJul 2020 to May 2024
- PrimericaJul 2020 to Oct 2020
- Premium Properties Real Estate ServicesJul 2019 to Jul 2020
- Sunnyside Home Solutions LLCMar 2018 to Mar 2025
- UsafDec 1997 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7747549
- Firm CRD
- 8733