Fred Mark Theobald
Investment adviser representative at LPL Enterprise, LLC
13 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Fred Mark Theobald? 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, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaApr 2024 to now
- Pruco Securities LLCApr 2024 to Nov 2024
- Avantax Advisory ServicesOct 2019 to Mar 2024
- Avantax Investment Services, Inc.Oct 2019 to Mar 2024
- Avantax Insurance ServicesJun 2015 to Mar 2024
- Edgar, Kiker and Cross, Pc Cpa'sApr 2014 to Mar 2024
- Ekc Advisors, LLPJan 2014 to Mar 2024
- Ekc Advisors, PllcJan 2014 to Mar 2024
- 1st Global Advisors, Inc.Dec 2013 to Oct 2019
- 1st Global Capital Corp.Dec 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6281461
- Firm CRD
- 8733