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Barry James Gilrane

Investment adviser representative at LPL Enterprise, LLC
28 yearsExperience
19 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

28 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. Prudential Insurance Company of AmericaJun 2021 to now
  3. Pruco Securities, LLC.Jun 2021 to Nov 2024
  4. LPL Financial LLCMay 2018 to Jun 2021
  5. MML Investors Services, LLCMar 2017 to May 2018
  6. Metropolitan Life Ins CoDec 1998 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2008
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 19 states (CA, HI, IA, ID, MI, MN, MT, NC, ND, NE, NM, NV, SC, SD, TX, UT, WA, WI, WY).

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
3088659
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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