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Steven Raymond Dutton

Investment adviser representative at LPL Enterprise, LLC
11 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

11 years in the industry.

  1. LPL Enterprise, LLCDec 2024 to now
  2. Cetera Investment Advisers LLCMar 2024 to Nov 2024
  3. Cascadia Advisory Services, LLCJan 2018 to Jul 2022
  4. Cetera Advisors LLCJan 2013 to Nov 2024
  5. Tillamook Bay Community CollegeJan 2013 to Jul 2022

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (OR).

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
4686263
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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