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Lori Bebee

LPL Enterprise, LLC
32 Years of Experience
Troy, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Lori Bebee is a registered investment advisor at LPL Enterprise, LLC, based in Troy, MI, with 32 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 W Big Beaver Road, Suite 705, Troy, MI, 48084

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lori owns My Style Jewelry and Beads, crafting items for sale, dedicating a few hours per week. She is also a registered representative and insurance agent for MetLife, selling non-variable insurance, and spends about 10-20% of her time on this. Finally, Lori is a notary, spending minimal time on this activity.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
March 2019 - November 2024 · 5 yrs 8 mos
Pruco Securities, LLC.Broker
January 2019 - November 2024 · 5 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - February 2019 · 1 yr 11 mos
MML Investors Services, LLC
March 2017 - February 2019 · 1 yr 11 mos
Msi Financial Services, INC.
November 2010 - March 2017 · 6 yrs 4 mos
Msi Financial Services, INC.Broker
October 1993 - March 2017 · 23 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 1993 - July 2007 · 13 yrs 9 mos
State Registrations16 states
AKAZCACOFLILINLAMINCNVNYOHSDTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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