Shivjinder Paul Dhillon
Investment adviser representative at LPL Enterprise, LLC
18 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
18 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJul 2024 to now
- Pruco Securities LLCJul 2024 to Nov 2024
- Neo Partners LLC dba Motto MortgageJan 2022 to Jun 2024
- Cambridge Investment Research AdvisorsNov 2013 to Jun 2020
- Cambridge Investment Research, IncNov 2013 to Jun 2020
- Mayfield Wealth ManagementOct 2011 to Jun 2020
- Thomas Lending, LLCOct 2008 to Feb 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5790417
- Firm CRD
- 8733