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Georgeanne Graydon Aist

LPL Enterprise, LLC

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About Georgeanne Graydon Aist

Georgeanne Graydon Aist is a financial advisor in Waldorf, MD with over 20 years of experience in the industry. Georgeanne has worked with several firms throughout her career, including Lincoln Financial Advisors Corporation, INFINEX INVESTMENTS, INC. and PNC INVESTMENTS. Georgeanne is currently registered with LPL Enterprise, LLC and has several certifications including Series 6, 7, 63 and 65. Georgeanne offers financial planning, portfolio management and other non-discretionary advisory services to individuals and businesses.

Firm Information

Georgeanne Aist 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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Georgeanne Aist’s Registration & Firm History

MD

11/14/2024 - Present

LPL Enterprise, LLC (WALDORF MD)

MD

11/02/2015 - 05/24/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (Waldorf MD)

MD

05/11/2012 - 11/02/2015

INFINEX INVESTMENTS, INC. (LA PLATA MD)

MD

09/13/2010 - 05/04/2012

PNC INVESTMENTS (INDIAN HEAD MD)

MD

07/19/2007 - 09/16/2010

SUNTRUST INVESTMENT SERVICES, INC. (GAMBRILLS MD)

MD

08/12/2005 - 07/30/2007

METLIFE SECURITIES INC. (ELKRIDGE MD)

MD

08/12/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ELKRIDGE MD)

NY

01/07/2004 - 05/03/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MD

05/01/2003 - 12/12/2003

M&T SECURITIES, INC. (BALTIMORE MD)

MD

11/20/2002 - 05/01/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

MA

04/11/2001 - 10/24/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/11/2001 - 10/24/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/06/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/15/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Georgeanne Graydon Aist.
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