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W. Marcus Harrison

LPL Enterprise, LLC

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About W. Marcus Harrison

W. Marcus Harrison is a registered representative with LPL Enterprise, LLC. W. Marcus Harrison has been in the securities industry since March 30, 2019. W. Marcus Harrison is licensed to provide investment advice in 14 states. W. Marcus Harrison has a Series 7 and Series 66 securities license. W. Marcus Harrison previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. W. Marcus Harrison provides financial planning, portfolio management for individuals and businesses and other consulting services.

Firm Information

W. Harrison 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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W. Harrison’s Registration & Firm History

MD

01/06/2025 - Present

LPL Enterprise, LLC (NORTH BETHESDA MD)

MD

06/18/2019 - 05/14/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)

MD

11/14/2018 - 03/06/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 03/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for W. Marcus Harrison. Review regulatory record here.
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