Molly Croyle is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Tampa, FL, with 33 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4010 W. Boy Scout Blvd., Suite 1075, Tampa, FL, 33607
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Regulatory History (1)
Regulatory
October 2018Other Business Activities
Molly operates ClearPath Advisory Group as a DBA for her LPL business, dedicating minimal time. She also manages Clearpath Advisory Group Real Estate LLC for tax/investment purposes, also dedicating minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.