Loveleen Ashit Engineer
Investment adviser representative at LPL Enterprise, LLC
11 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
11 years in the industry.
- LPL Enterprise, LLCJan 2025 to now
- UnemployedJul 2024 to Dec 2024
- Wells Fargo Clearing Services, LLCOct 2022 to Jun 2024
- Wells Fargo Bank, NASep 2022 to Jun 2024
- UnemployedMay 2022 to Aug 2022
- JP Morgan Chase Bank, N.A.Mar 2021 to Apr 2022
- JP Morgan Securities LLCMar 2021 to Apr 2022
- UnemployedJul 2020 to Feb 2021
- HSBC Bank USA, N.A.Nov 2015 to Jun 2020
- HSBC Securities (USA) Inc.Nov 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6127718
- Firm CRD
- 8733