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David James Lesko

Investment adviser representative at LPL Enterprise, LLC
8 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

8 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaJun 2024 to now
  3. Pruco Securities, LLCJun 2024 to Nov 2024
  4. Stoever Glass Insurance AgencyNov 2016 to Jun 2024
  5. Stoever Glass & coMay 2016 to Jun 2024

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
2254373
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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