Merrill
47yrs
Top advisor by experience in Indianapolis
13yrs
John OBrien
Financial advisor at LPL Enterprise
John OBrien has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Indianapolis, Indiana. John has been with LPL Enterprise since 2024; before that, John spent a year at Pruco Securities and seven years at Fifth Third Securities. John holds the ChFC designation.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 56% of advisors at LPL Enterprise
Office8888 Keystone Crossing Suite 500, Indianapolis, IN 46240
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Oct 2023 – Nov 2024Pruco Securities, LLC.Previously
- 2015 – 2023Fifth Third Securities, Inc.Previously
Contact John
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for John. 8888 Keystone Crossing Suite 500Indianapolis, IN 46240Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask John
Tailored to John’s registration and firm.
- 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 OBrien. John works from the Indianapolis, IN office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 13 years. More experience than 56% of advisors at LPL Enterprise.
What licenses does John hold?
Series 63, Series 66. 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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