Daniel Vega
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.9BFirm assets
Are you Daniel Vega? 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
13 years in the industry.
- LPL Enterprise, LLCAug 2026 to now
- Equitable Advisors, LLCSep 2021 to Aug 2026
- Barnum Financial GroupNov 2020 to Sep 2021
- Mass Mutual Life Insurance CompanyOct 2020 to Sep 2021
- MML Investors ServicesOct 2020 to Sep 2021
- Pruco Securities, LLCMar 2020 to Oct 2020
- The Prudential Insurance Company of AmericaMar 2020 to Oct 2020
- Pruco Securities LLCJan 2017 to Feb 2020
- The Prudential Insurance Company of AmericaJan 2017 to Feb 2020
- Bank of America, N.A.Jul 2014 to Jan 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6273967
- Firm CRD
- 8733