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Kelly Fagan is a financial advisor professional located in Southborough, MA. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Kelly Fagan - Lpl Enterprise, Llc holds an active professional license (FINRA CRD) for your protection.
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Kelly Fagan operates LPL Enterprise, LLC, a financial advisory firm based in Southborough, Massachusetts. With 8 years in the financial services industry, Fagan brings experience in financial planning and investment advisory services. The business is registered with FINRA CRD, the regulatory database that tracks financial professionals and their compliance history. LPL Enterprise serves clients seeking guidance on financial matters in the Massachusetts area.
A FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities brokers and financial advisors. This registration means the advisor has met baseline qualifications and is subject to FINRA's regulatory oversight, compliance rules, and ongoing supervision. The CRD number is a public identifier that allows clients to verify an advisor's registration status and review their disciplinary history through FINRA's BrokerCheck tool, providing transparency into their professional standing and any regulatory actions.