Jeffrey Earley
Investment adviser representative at LPL Enterprise, LLC
16 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Jeffrey Earley? Claim your profile
Contact this firm
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
16 years in the industry.
- LPL Enterprise, LLCSep 2024 to now
- LPL Financial LLCOct 2022 to now
- Woodbury Financial Services, IncJul 2010 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 5161469
- Firm CRD
- 8733