Ralph W Lunt
Investment adviser representative at LPL Enterprise, LLC
22 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
22 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMar 2024 to now
- Pruco Securities, LLCMar 2024 to Nov 2024
- Thrivent FinancialNov 2023 to Feb 2024
- Thrivent Investment Management IncNov 2023 to Feb 2024
- UnemployedMay 2023 to Nov 2023
- Massmutual Life Insurance CoOct 2022 to May 2023
- MML Investors Services, LLCOct 2022 to May 2023
- Fsc Securities CorporationFeb 2009 to Oct 2020
- Strategic Capital AdvisorsFeb 2002 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
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
- 2289522
- Firm CRD
- 8733