Phillip R Wight
Investment adviser representative at LPL Enterprise, LLC
12 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
12 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- MML Investors Services, LLCJul 2021 to Dec 2024
- Massmutual Life Insurance CoJun 2021 to Dec 2024
- New York Life Insuarance Co.Jan 2020 to Jun 2021
- Nylife Securities, LLCJan 2020 to Jun 2021
- Freedom Wealth StrategiesMar 2019 to Dec 2019
- Guardian Life Insurance Co of AmericaMar 2019 to Dec 2019
- Park Avenue Securities, LLCMar 2019 to Dec 2019
- Larson Financial Group, LLCJul 2014 to Feb 2019
- Larson Financial Securities, LLCJul 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 3177330
- Firm CRD
- 8733