Guillermo Antonio Saade
Investment adviser representative at LPL Enterprise, LLC
13 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
13 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJan 2024 to now
- Pruco Securities LLCJan 2024 to Nov 2024
- UnemployedAug 2023 to Dec 2023
- Edward JonesJan 2018 to Aug 2023
- Los Angeles Unified School DistrictNov 2017 to Jan 2018
- UnemployedJan 2017 to Oct 2017
- Siluria TechnologiesJul 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6894298
- Firm CRD
- 8733