Na Li
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
Are you Na Li? 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
11 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- Micro1Mar 2026 to now
- Alignium Labs IncJan 2026 to now
- JP Morgan Securities LLCOct 2017 to Apr 2019
- Bank of America, N.A.Sep 2017 to Oct 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Sep 2017
- Yoga JourneyJan 2015 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6192116
- Firm CRD
- 8733