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Diane Marie Enterlein

Investment adviser representative at LPL Enterprise, LLC
38 yearsExperience
3 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

38 years in the industry.

  1. LPL Enterprise, LLCSep 2024 to now
  2. The Prudential Insurance Company of AmericaOct 2022 to Sep 2024
  3. Pruco Securities LLCJul 2022 to Sep 2024
  4. Clearpath Advisory GroupJul 2022 to Oct 2022
  5. American IntegrityMar 2021 to Jul 2022
  6. Pruco Securities, LLCFeb 2018 to Mar 2021
  7. The Prudential Insurance Company of AmericaFeb 2018 to Mar 2021
  8. Rodan and FieldsOct 2013 to Feb 2018
  9. Allstate Insurance CompanyApr 1988 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (FL, SC, 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
4065772
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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