John Edward Davis
Investment adviser representative at LPL Enterprise, LLC
17 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
17 years in the industry.
- LPL Enterprise, LLCJun 2025 to now
- UnemployedJun 2020 to May 2025
- State FarmOct 2019 to Jun 2020
- UnemployedApr 2018 to Sep 2019
- National Securities CorpJan 2018 to Apr 2018
- New York LifeMar 2017 to Oct 2017
- G4sJan 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6718686
- Firm CRD
- 8733