Charles K Voorhees
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
10 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJan 2024 to now
- Pruco Securities LLC.Jan 2024 to Nov 2024
- 5 Peaks LLCOct 2022 to Jan 2024
- First Interstate BankNov 2019 to Oct 2022
- LPL Financial, LLCNov 2019 to Oct 2022
- Bank WestSep 2018 to Sep 2019
- Whispering Winds CottagesJun 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 6427552
- Firm CRD
- 8733