Wells Fargo Advisors
47yrs
Top 1% by experience in New Jersey
37yrs
Susan Witte has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Marlton, New Jersey. After three years at Pruco Securities and four years at Banc of America Investment Services, Susan 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 392 advisors with offices in Marlton, and one of 353 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 5% by experience at LPL Enterprise
Office10000 Lincoln Dr. E. Suite 201, Marlton, NJ 08053
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 ?2 states
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
- 2021 – 2024Pruco Securities, LLC.Previously
- 2004 – 2008Banc of America Investment Services, Inc.Previously
- Aug 2002 – Oct 2003BNY Mellon Securities CorporationPreviously
Questions to ask Susan
Tailored to Susan’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 Susan
How do I contact Susan?
Call LPL Enterprise at (704) 733-3300 and ask for Susan Witte. Susan works from the Marlton, NJ office.
How long has Susan been a financial advisor?
Susan has been in the industry since 1990, about 37 years. Top 5% by experience at LPL Enterprise.
What licenses does Susan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Susan 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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