Yahir Perez-lora
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered 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.
- BartacoMar 2026 to now
- LPL Enterprise, LLCSep 2025 to now
- Besi MachiningJun 2025 to now
- Enterprise MobilityFeb 2025 to May 2025
- Besi MachiningJun 2024 to Aug 2024
- Practical Purpose and SolutionsJan 2024 to May 2024
- Coker UniversityAug 2022 to May 2025
- North Ridge Country ClubJun 2022 to Aug 2022
- Millbrook High SchoolMay 2018 to May 2022
- East Millbrook Middle SchoolJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, NC).
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
- 8163803
- Firm CRD
- 8733