Lisan Nicola Michelle Burney
Investment Adviser Representative at LPL Enterprise, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lisan Nicola Michelle Burney is an investment adviser representative with LPL Enterprise, LLC in Tampa, FL, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with First Command Advisory Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
10 states and territories
Alaska, Florida, Georgia, Louisiana, Maryland, Ohio, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage Services, INCMay 2023 – Apr 2024Fort Worth, TX
- New Image Dentistry (North American Dental Aliance Group/ADP)Aug 2018 – no end date reportedPalm Bay, FL
- Pacific Dental Services (Winter Haven/Davenport Modern DentistryDec 2021 – Jun 2023Winter Haven/Davenport, FL
- TempMee (GoTu)Mar 2023 – no end date reportedPalm Bay, FL
- eXp Realty LLCJul 2020 – May 2024Jacksonville, FL
- Premium Properties Real Estate ServicesJul 2019 – Jul 2020Orlando, FL
- PrimericaJul 2020 – Oct 2020Palm Bay, FL
- USAFDec 1997 – Aug 2018Colorado Springs, CO
- SunnySide Home Solutions LLCMar 2018 – Mar 2025Palm Bay, FL
- Stellar Family DentistryOct 2023 – Jul 2024Palm Bay, FL
- First Command Brokerage Services, INCApr 2024 – Apr 2025Fort Worth, TX
- First Command Advisory Services, INCApr 2024 – Apr 2025Fort Worth, TX
- First Command Insurance Services, INCApr 2024 – Apr 2025Fort Worth, TX
- Prudential AdvisorsJul 2025 – no end date reportedPalm Bay, FL
- LPL Enterprise LLCJul 2025 – no end date reportedTampa, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Enterprise, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,088
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-130883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at LPL Enterprise, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lisan Nicola Michelle Burney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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