Merrill
47yrs
Top advisor by experience in Indianapolis
1yr
Liam Perry has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Indianapolis, Indiana. Liam joined LPL Enterprise in 2025, 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 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowLPL Enterprise, LLCCurrent firm
Contact Liam
8888 Keystone Crossing Suite 500Indianapolis, IN 46240Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Enterprise · Fort Mill, SC Firm websitewww.lpl.com/lpl-enterprise.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Liam
Tailored to Liam’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 Liam
How do I contact Liam?
Call LPL Enterprise at (704) 733-3300 and ask for Liam Perry. Liam works from the Indianapolis, IN office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Liam hold?
Series 66. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Liam 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.
Other advisors nearby
Thurston Springer Advisors
47yrs
Top 1% by experience in Indianapolis
UBS Financial Services
47yrs
Top 1% by experience in Indianapolis
Ameriprise Financial Services
47yrs
Top 1% by experience in Indianapolis
Morgan Stanley
46yrs
Top 1% by experience in Indianapolis
Investment Advisors of Indianapolis
46yrs
Top 1% by experience in Indianapolis