Mohammad
Zeeshan

Lpl Enterprise, LLC

CRD#7891346
Investment Advisor
in Wakefield, MA

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About this Advisor

Mohammad Zeeshan is a financial advisor based in Wakefield, Massachusetts, working with Lpl Enterprise, LLC. Mohammad has previously worked at Tmc, Capital One, West Bloomfield Police Department, Dearborn Police Department, Allied Universal, University Of Michigan - Dearborn Police Department, Suburban Cdl, Lyft, University Of Michigan - Dearborn, Henry Ford College, Homeworks Energy, Packerland Brokerage Services, and Lpl Enterprise LLC. Mohammad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Mohammad is part of Lpl Enterprise, LLC, which operates out of Wakefield, Massachusetts. The firm has 1,075 offices and 4,650 employees. Lpl Enterprise, LLC manages assets totaling $18.9 billion and serves charitable organizations and high-net-worth individuals. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Edgewater Drive Suite 595
Wakefield, MA 01880

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Lpl Enterprise, LLC Brokerage Details

Total Assets Under Management

$18,862,098,900

MA Average: $646,059,043
Total Number of Employees

4,650

MA Average: 13
Total Number of Accounts

114,002

MA Average: 661
Average Account Size

$165,454

MA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Mohammad Zeeshan Work History

2025 - Present (0 year)

Lpl Enterprise LLC

2024 - Present (1 year)

Packerland Brokerage Services

2023 - Present (2 years)

Lyft

2024 - 2024 (< 1 year)

Homeworks Energy

2024 - 2024 (< 1 year)

Packerland Brokerage Services

2022 - 2023 (1 year)

Tmc

2022 - 2022 (< 1 year)

Suburban Cdl

2019 - 2022 (3 years)

Capital One

2017 - 2019 (2 years)

West Bloomfield Police Department

2017 - 2017 (< 1 year)

Dearborn Police Department

2016 - 2017 (1 year)

Allied Universal

2016 - 2019 (3 years)

Henry Ford College

2015 - 2017 (2 years)

University Of Michigan - Dearborn Police Department

2014 - 2016 (2 years)

University Of Michigan - Dearborn

Disclosures

Please visit the SEC profile of Mohammad Zeeshan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Enterprise, LLC

Jordan Pritchard
Madison, AL
Matthew Pepe
Crofton, MD
Liping Cytrynowicz
Houston, TX
Tiffany Hackney
Rocky River, OH
Han Kyul Kim
Orange, CA
Hunter Furrow
Charlotte, NC
Bei Wan
Sherman Oaks, CA
Bruce Clithero
Saint Louis, MO

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