David R Branham
Investment adviser representative at LPL Enterprise, LLC
16 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
16 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaSep 2024 to now
- Pruco Securities LLCSep 2024 to Nov 2024
- MML Investors Services, LLCAug 2023 to Aug 2024
- Massmutual Life Insurance Co.Jul 2023 to Aug 2024
- Equitable Advisors, LLCNov 2020 to Jul 2023
- Pruco Securities, LLCJun 2018 to Oct 2020
- The Prudential Insurance Company of AmericaJun 2018 to Oct 2020
- W&s Brokerage ServicesJan 2011 to Jun 2018
- Western & Southern LifeOct 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2023
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
- 5884690
- Firm CRD
- 8733