Michael David Hernandez
Investment adviser representative at LPL Enterprise, LLC
22 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
22 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Co. of AmericaApr 2021 to now
- Pruco Securities LLCApr 2021 to Nov 2024
- Equitable Advisors, LLCMay 2018 to Feb 2021
- AXA Advisors, LLCMay 2018 to Jun 2020
- LPL Financial LLCNov 2017 to Apr 2018
- Trilogy Capital, IncJan 2016 to Mar 2018
- National Planning CorporationMar 2004 to Nov 2017
- Trilogy Financial ServicesJan 2004 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4768814
- Firm CRD
- 8733