Urundi Alexander Knox
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCNov 2025 to now
- Northwestern Mutual Investment Services LLCDec 2024 to Oct 2025
- Northwestern Mutual Life Insurance CompanyOct 2024 to Oct 2025
- UnemployedJun 2024 to Oct 2024
- KiewitJul 2023 to Jun 2024
- StudentNov 2022 to Jul 2023
- Holiday Inn Club VacationsMay 2022 to Nov 2022
- UnemployedFeb 2022 to May 2022
- Holiday Inn Club VacationsMay 2021 to Feb 2022
- White CapJan 2021 to May 2021
- AmazonOct 2020 to Jan 2021
- Pcs TitleJun 2020 to Oct 2020
- AmazonMay 2020 to Jun 2020
- UnemployedFeb 2020 to May 2020
- Circle LogisticsDec 2019 to Feb 2020
- UnemployedOct 2019 to Dec 2019
- Agon IncAug 2019 to Oct 2019
- UnemployedDec 2018 to Aug 2019
- Zf FriedrichshafenJun 2018 to Dec 2018
- Consumers EnergyOct 2017 to Jun 2018
- StudentDec 2016 to Oct 2017
- Stephens Wealth Management Group Raymond JamesJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6651873
- Firm CRD
- 8733