LPL Enterprise
41yrs
Top advisor by experience in Export
37yrs
John Carson has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Export, Pennsylvania. After 13 years at Pruco Securities, John joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Enterprise reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Export, and one of 14 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 5% by experience at LPL Enterprise
Office5800 Kennedy Avenue Suite 3, Export, PA 15632
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2011 – 2024Pruco Securities, LLC.Previously
Contact John
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for John. 5800 Kennedy Avenue Suite 3Export, PA 15632Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call LPL Enterprise at (704) 733-3300 and ask for John Carson. John works from the Export, PA office.
How long has John been a financial advisor?
John has been in the industry since 1990, about 37 years. Top 5% by experience at LPL Enterprise.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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