Warren Edward Lee
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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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, LLCFeb 2026 to now
- 44th & 3rd Ent. 1, IncFeb 2024 to Jan 2026
- Ameriprise Financial Services, LLCNov 2023 to Feb 2024
- Cetera Investment Advisers LLCMar 2023 to Nov 2023
- Cetera Advisor Networks LLCJun 2021 to Nov 2023
- Voya Financial AdvisorsSep 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 3246138
- Firm CRD
- 8733