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Daniel Edward Ruble

Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. LPL Enterprise, LLCSep 2026 to now
  2. LPL Financial LLCMar 2026 to now
  3. Regal Holdings, LLCDec 2019 to Feb 2026
  4. FaaJun 2017 to Sep 2017
  5. RealicoDec 2015 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MI, SC).

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
6428324
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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