Rahil Ravindra Patel
Investment adviser representative at LPL Enterprise, LLC
8 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
8 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaFeb 2024 to now
- Pruco Securities, LLCFeb 2024 to Nov 2024
- UnemployedMay 2023 to Jan 2024
- Summit Financial, LLCMay 2021 to Apr 2023
- Eagle Strategies LLCSep 2019 to May 2021
- Nylife Securities LLCSep 2018 to May 2021
- New York Life Insurance CoJun 2017 to May 2021
- My Game Solutions IncOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 4469252
- Firm CRD
- 8733