Carlyle Alton Wimberly
Investment adviser representative at LPL Enterprise, LLC
17 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMay 2024 to now
- Wimcar Preferred Solutions, LLCJan 2007 to now
- Pruco Securities LLCApr 2024 to Nov 2024
- St Bernard Financial Services IncApr 2022 to Dec 2022
- Great Point Capital, LLCJan 2020 to Dec 2020
- Pfs Investments IncAug 2017 to Dec 2019
- Primerica Financial ServicesMay 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1786650
- Firm CRD
- 8733