Bethany Youngs
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCMar 2026 to now
- UnemployedNov 2025 to Feb 2026
- Fifth Third BankFeb 2025 to Oct 2025
- Fifth Third SecuritiesFeb 2025 to Oct 2025
- JP Morgan Chase Bank, N.A.Dec 2018 to Jan 2025
- JP Morgan Securities, LLCDec 2018 to Jan 2025
- BMO Harris Financial AdvisorsDec 2017 to Dec 2018
- Bank of America, N.A.Nov 2016 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6108442
- Firm CRD
- 8733