Gilbert V Little
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
12 years in the industry.
- LPL Financial LLCDec 2025 to now
- First Horizon BankAug 2025 to now
- Ameriprise Financial Services, LLCFeb 2022 to Aug 2025
- Southside Investment ServicesOct 2020 to Jan 2022
- Raymond James Financial Services Advisors Inc.Jul 2018 to Jan 2022
- Raymond James Financial Services, Inc.Jul 2018 to Jan 2022
- Southside BankJun 2018 to Jan 2022
- Bbva Compass Insurance Agency, Inc.Mar 2016 to Jun 2018
- Bbva Wealth Solutions Inc.Aug 2015 to Jun 2018
- Bbva Securities Inc.Oct 2014 to Jun 2018
- Compass BankAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6414237
- Firm CRD
- 6413