Sean Joseph Conti
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Pruco Securities LLCNov 2023 to Nov 2024
- Ae Wealth Managment, LLCJun 2023 to Nov 2023
- Skyline Wealth StrategiesJun 2023 to Nov 2023
- Core Capital Managment and Research, Inc.Mar 2022 to May 2023
- UnemployedDec 2021 to Mar 2022
- Credent Wealth ManagmentAug 2021 to Dec 2021
- Valic Financial Advisors, IncJul 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 2758977
- Firm CRD
- 8733