Ardis Owens
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaAug 2023 to now
- Capital Trucking Transport LLCOct 2019 to now
- Pruco Securities, LLCAug 2023 to Nov 2024
- Northwestern Mutual Investment Services LLCDec 2022 to Aug 2023
- Adam SeidenOct 2022 to Aug 2023
- Chelsea FinancialOct 2021 to Mar 2022
- TIAA CREF Advice and PlanningDec 2015 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 4439951
- Firm CRD
- 8733