Gerald Lee Vanderhorst
Investment adviser representative at LPL Enterprise, LLC
18 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
18 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaFeb 2020 to now
- Community Insurance Group - ConsultingOct 2019 to now
- Carillon AdvisorsSep 2019 to now
- Sidney-shelby County YmcaJan 2019 to now
- Boy Scouts of America, Troup 95Nov 2013 to now
- Vanderhorst Financial Services, LLCNov 2011 to now
- Pruco Securities, LLC.Feb 2020 to Nov 2024
- Cetera Advisor NetworksOct 2019 to Feb 2020
- Community Insurance GroupSep 2018 to Oct 2019
- H. Beck, Inc.May 2008 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4431159
- Firm CRD
- 8733