Leonard D Dewberry
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
2 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
12 years in the industry.
- LPL Enterprise, LLCMay 2025 to now
- Flag Day International LLCMar 2023 to now
- Jeffrey BuffumDec 2022 to Feb 2023
- Northwestern Mutual Investment Services LLCDec 2022 to Feb 2023
- Fidelity InvestmentsDec 2021 to Dec 2022
- Flag Day InternationalDec 2020 to Dec 2021
- TIAAAug 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 4372094
- Firm CRD
- 8733