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Debra Iorio

LPL Enterprise, LLC

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About Debra Iorio

Debra Iorio is a financial professional with over 23 years of experience in the industry. Debra has held various positions at several firms, including TIAA-CREF, Santander Securities, Morgan Stanley and Metropolitan Life Insurance Company. Debra holds licenses to conduct securities business in 46 states and the District of Columbia, and is also registered as an investment advisor representative in 3 states. Debra is currently employed by LPL Enterprise, LLC. Debra provides a range of advisory services, including financial planning, consulting and portfolio management for individuals and businesses.

Firm Information

Debra Iorio 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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Debra Iorio’s Registration & Firm History

NY

11/14/2024 - Present

LPL Enterprise, LLC (FOREST HILLS NY)

NY

02/11/2014 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

12/14/2012 - 01/24/2014

SANTANDER SECURITIES LLC (MANHASSET NY)

NY

06/01/2009 - 11/06/2012

MORGAN STANLEY (GARDEN CITY NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)

NY

01/06/2005 - 04/02/2007

MORGAN STANLEY DW INC. (GARDEN CITY NY)

NY

04/15/2004 - 08/11/2004

BNY INVESTMENT CENTER INC. (NEW YORK NY)

MA

01/06/1999 - 09/26/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/06/1999 - 09/26/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/12/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Iorio.
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