Deak Reynolds
36yrs
Top advisor by experience in Lexington Park
3yrs
Dolly Suarez
Financial advisor at LPL Enterprise
Dolly Suarez has worked in the financial industry for 3 years and is a financial advisor based in Lexington Park, Maryland. After less than a year at Cetera Investment Advisers and a year at Avantax Advisory Services, Dolly joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. Dolly holds the CFP® designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeLexington Park, MD
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2026 – nowLPL Enterprise, LLCCurrent firm
- Sep 2025 – Feb 2026Cetera Investment Advisers LLCPreviously
- Aug 2024 – Sep 2025Avantax Advisory ServicesPreviously
- Nov 2023 – Aug 2024Commonwealth Financial NetworkPreviously
Contact Dolly
Lexington Park, MDOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Enterprise · Fort Mill, SC Firm websitewww.lpl.com/lpl-enterprise.htmlIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dolly
Tailored to Dolly’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dolly
How do I contact Dolly?
Call LPL Enterprise at (704) 733-3300 and ask for Dolly Suarez. Dolly works from the Lexington Park, MD office.
How long has Dolly been a financial advisor?
Dolly has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Dolly hold?
Series 63. Tap any license on this page to see what it allows.
Is Dolly a fiduciary?
Dolly is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dolly paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dolly 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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