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Paul Torralba Canimo

Investment adviser representative at LPL Enterprise, LLC
21 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

21 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaAug 2023 to now
  3. Pruco Securities LLCAug 2023 to Nov 2024
  4. Anchor Financial LLCJan 2021 to Jul 2023
  5. Gradient Securities, LLCJul 2020 to Sep 2021
  6. Packerland Brokerage Services, Inc.Jun 2019 to Jul 2020
  7. The Medicare ExchangeAug 2018 to Jul 2023
  8. The Assurance GroupDec 2012 to Aug 2018
  9. Two Hearts Adult Family Home IncMar 2005 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
2850525
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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