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Barry James Gilrane

LPL Enterprise, LLC

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About Barry James Gilrane

Barry Gilrane is a financial advisor with LPL Enterprise, LLC. Barry has been in the financial services industry since 1999 and has a strong background in financial planning and portfolio management. He offers a variety of services to individuals and businesses, including consulting and other non-discretionary advisory services, financial planning, educational seminars, and portfolio management. Barry has a diverse set of licenses and certifications, including Series 6, 7, 24, 63, 65, and 66. He is registered to provide investment advice in California, Colorado, Hawaii, Idaho, Iowa, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Carolina, South Dakota, Utah, Washington, Wisconsin, and Wyoming.

Firm Information

Barry Gilrane is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Gilrane’s Registration & Firm History

NJ

11/14/2024 - Present

LPL Enterprise, LLC (NEWARK NJ)

SC

05/24/2018 - 06/25/2021

LPL FINANCIAL LLC (FORT MILL SC)

NC

03/25/2017 - 05/08/2018

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

10/07/1999 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)

NC

08/31/2004 - 01/02/2015

NEW ENGLAND SECURITIES (CHARLOTTE NC)

CA

08/01/2005 - 09/05/2013

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

08/31/2004 - 09/05/2013

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

10/07/1999 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/04/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Barry James Gilrane. Review regulatory record here.
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