Kyle Anthony Davis
Investment adviser representative at LPL Enterprise, LLC
15 yearsExperience
5 statesRegistered in
ChFC®Designation
$24.9BFirm assets
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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
15 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJun 2021 to now
- Pruco Securities, LLCJun 2021 to Nov 2024
- Regal Investment AdvisorsJan 2015 to Jun 2021
- Integrity American GroupMar 2011 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, IL, 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
- 6288419
- Firm CRD
- 8733