Advisor at LPL Enterprise
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Marten Vandervelde is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides advisory services through a large network of representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs.
Based on LPL Enterprise
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
2 Ash Street
Hollis, NH 03049
New Hampshire
LPL Enterprise
2024 - Present (2 years)
Prudential Insurance Company of America
2019 - Present (7 years)
Pruco Securities, LLC.
2018 - 2024 (6 years)
Tufts University
2008 - 2019 (11 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Series 63, Series 65
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